Gifts

Loan, Gift, or Advancement: Why the Classification Matters From Austin Estate Planning Lawyer Liz Nielsen

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning. Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a loan, gift, […]

Planning on Giving Money this Holiday Season? 5 Things to Consider From Austin Estate Planning Lawyer Liz Nielsen

The holiday season is a time to enjoy friends, family, and loved ones. Often, when we consider our life circumstances, we may get in the spirit of giving. This is particularly true if you are at a point in your life where you have enough from a financial standpoint. If you are planning on giving […]