Trust Archives - Page 22 of 47

Handling S Corporation Interests in Estate Planning: Electing Small Business Trusts and Qualified Subchapter S Trusts from Estate Planning Attorney Liz Nielsen

One of the many challenges of owning a small business is determining the appropriate tax classification of the business. When an individual owns a business entity that is classified either entirely or partially as an S Corporation, it is important to seek the guidance of an experienced estate planning attorney and tax advisor for planning […]

The Probate Process: The Dreaded (and Often Misconceived) Reading of the Will from Estate Planning Attorney Katlyn Winters

This blog has touched on some of our favorite estate planning and probate movies, including the 2019 who-dun-it, Knives Out. Revisiting this film in particular, and now we are looking at one of the most dramatic moments of the movie – the reading of the Will. In Knives Out, as well as many other movies, […]

Generation-Skipping Transfer Tax from Estate Planning Attorney Liz Nielsen

When it comes to federal taxes, most people are very aware of the federal income tax.. This is because, if they earn a paycheck, they cannot help but notice the deductions each pay period. But there are lesser-known taxes such as the capital gains tax (a form of income tax), the estate tax, the gift […]

Top Four Estate Planning Questions to Answer When Using ART (Assisted Reproductive Technology) from Austin Estate Planning Attorney Liz Nielsen

Welcoming a child into the family is a major milestone in every parent’s life, especially if you have utilized assisted reproductive technology (ART). With this blessing comes the need for comprehensive financial and estate plans that are uniquely tailored to your family’s needs. As you continue your journey, we want to provide you with answers […]