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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
  • Our Videos
  • Get in touch

Will

If My Will Is Filed with the Court, Will It Go through Probate? from Austin Estate Planning Attorney Liz Nielsen

file a will

Death is a personal and private affair that affects the deceased’s close family and friends. However, there is at least one aspect of death that may require state oversight: probate. But what does it mean to probate an estate and how does that different from when a the court requires a trusted helper to file […]

By Liz Nielsen May 21, 2024

Passing the Torch: Smart Business Succession Strategies from Austin Business Planning Attorney John Glode

Business Succession

For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it is critical that business owners plan for their business just as they would plan for their home or finances. Effective business succession planning ensures a […]

By Liz Nielsen May 14, 2024

Who Should Be the Trustee of a Third-Party Special Needs Trust? from Austin Estate Planning Attorney Liz Nielsen

SNT

Family members with special needs may require assistance throughout their lives. If you want to ensure that a loved one with a disability is taken care of after you are gone, you can help manage resources for them by using a third-party special needs trust (SNT). Also known as a supplemental needs trust, a third-party […]

By Liz Nielsen April 9, 2024

Demystifying Probate and the Executor’s Role from Austin Estate Planning Attorney Liz Nielsen

Demystifying

When creating a last will and testament (commonly known as a will), one of your most important considerations is who to choose to serve as the executor (sometimes called a personal representative) of your estate. As the name implies, the role of the executor is to execute the instructions that you provide in your will. […]

By Liz Nielsen April 2, 2024
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