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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

Wills

Why You Need Insurance for Your Business from Austin Business Planning Attorney John Glode

Insurance

You have a lot riding on your small business. You have invested your money, time, and sweat equity to build a company that will be successful for years to come. Even if you make all the right business moves, unexpected costs can arise at any time. Accidents, natural disasters, data breaches, and other unexpected occurrences are […]

By Liz Nielsen August 1, 2023

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

What Not to Include in Estate Planning Documents from Austin Estate Planning Attorney Liz Nielsen

Do Not Include

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that estate planning documents be thorough and provide the necessary information. Nevertheless, there […]

By Liz Nielsen July 21, 2023

What Is a Devise in My Estate Plan? from Austin Estate Planning Attorney Liz Nielsen

Devise

If you are thinking about creating an estate plan, you may hear some new and confusing terms that can make your head spin. To add to your bewilderment, not only are some of the words unfamiliar, they may also be homophones—words that are pronounced the same as other words, but have different meanings and spellings. […]

By Liz Nielsen July 11, 2023
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