The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 […]
Tax Planning
Your 2018 Taxes – Get Started Now from Austin Estate Planning Lawyer Liz Nielsen
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018. As a result of […]
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, […]
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 […]