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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

Trustee

What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death? from Austin Estate Planning Attorney Liz Nielsen

Digital Accounts

It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, it is also true that our online accounts can outlive us, and even live in perpetuity. Having a digital estate plan that makes arrangements […]

By Liz Nielsen July 25, 2023

Investment and Distribution Trustees: Why Would I Need Both? from Austin Estate Planning Attorney Liz Nielsen

Separate

When creating a trust, it is common to name yourself as the initial trustee who is responsible for all aspects of administering the trust. However, when considering who will take over when you can no longer act (either because of illness or death), it is sometimes helpful to divide the responsibilities between two or more […]

By Liz Nielsen June 27, 2023

Planning a Barbecue is Like Planning Your Estate from Austin Estate Planning Attorney Liz Nielsen

Barbecue

For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including a backyard barbecue with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true for estate planning, too. Just as preparations are necessary for a successful cookout, a little planning […]

By Liz Nielsen May 26, 2023

Why Can’t We Have a Joint Trust If We Are Unmarried? from Austin Estate Planning Attorney Liz Nielsen

Unmarried

Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do not live in a state where their estate may be subject to a state death tax. Compared to separate trusts, they are easier to fund, allow the surviving spouse to have complete control […]

By Liz Nielsen May 9, 2023
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