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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

Living Trusts

Why Is My Trust Document So Long? From Austin Estate Planning Attorney Liz Nielsen

Trust Length by Austin Estate Planning Attorney

When you met with an attorney a few weeks ago, perhaps all you expected was a simple will. Maybe you thought that, with your situation, the work should be easy and the documents should be few. But now that you have finished working with the attorney, your parting gift is a large binder filled with […]

By Liz Nielsen June 15, 2021

The Lesson Plan for Your Estate Plan from Austin Estate Planning Attorney Liz Nielsen

The Lesson Plan for Your Estate Plan by Austin estate planning lawyer Liz Nielsen

In honor of the recent Teacher Appreciation Week (the first week of May), we are taking this opportunity to say a bit “thank you” our teachers for their time and dedication to teaching the future generation. Teacher, you provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make […]

By Liz Nielsen May 28, 2021

Unwed Partner as Your Beneficiary from Austin Estate Planning Attorney Liz Nielsen

Planning for Unmarried Couples by Austin estate planning lawyer Liz Nielsen

If I am unmarried but have a partner who I will leave my assets to, what is the best way to do so and how would it differ if I was married? When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and property, […]

By Liz Nielsen May 7, 2021

Estate Tax Returns After Death by Austin Estate Planning Attorney Liz Nielsen

Estate Tax Returns by Austin estate planning lawyer Liz Nielsen

It’s a constant, death and taxes. And even death doesn’t stop the tax man. As part of wrapping up your estate, your executor must file a final income tax return with the IRS.  This tax return is for the portion of the last year you were alive. For Whom Must an Estate Tax Return Be […]

By Liz Nielsen April 6, 2021
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