Tax Planning

How to Successfully Make a “Large” Gift to Your Children or Grandchildren
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How to Successfully Make a “Large” Gift to Your Children or Grandchildren from Austin Estate Planning Lawyer Liz Nielsen

What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid negative consequences.  This is particularly true if the gifted amounts are over $15,000.00, will be gifted in property, will be gifted on a regular basis, or […]

Plans
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Financial Planning. Tax Planning. Legacy Planning. Estate Planning – How many plans do I need?! from Austin Estate Planning Lawyer Liz Nielsen

Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans – financial, tax, legacy, and estate – are vital to your financial well-being and protection of your assets and family. All of these plans are […]

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