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  • Home
  • Who we are
  • What we do
    • Estate Planning
    • Special Needs Planning
    • Probate and Estate Adminstration
    • Business Planning
    • You need a plan if…
  • Our Blog
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  • Get in touch

Generational Planning

National Genealogy Day: Investigate the Past and Impact the Future from Austin Estate Planning Lawyer Liz Nielsen

Genealogy austin estate planning attorney

Genealogy has long fascinated many people, and it continues to be studied by those who are interested in discovering who they descended from and what those family members were like. Many of us have gazed at black and white or sepia-tone photos of ancestors whose names we don’t know and wondered about their lives, joys, […]

By Liz Nielsen March 10, 2020

The SECURE Act: How Does It Affect Your Retirement Accounts? from Austin Estate Planning Lawyer Liz Nielsen

The SECURE ACT Austin

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a positive impact for many older Americans but could have negative tax consequences for many […]

By Liz Nielsen March 3, 2020

Is a delayed inheritance really an enhanced inheritance? from Austin Estate Planning Attorney Liz Nielsen

austin texas estate planning lawyer liz nielsen

Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets to be used by loved ones after your death. Maybe you would like the assets to be used as a down payment on a home, […]

By Liz Nielsen March 19, 2019

Saying “I Love You” With Your Estate Plan From Austin Estate Planning Lawyer Liz Nielsen

Saying “I Love You” With Your Estate Plan

While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling to figure out what to do next while […]

By Liz Nielsen February 14, 2019
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