Whether it is email accounts, online banking, or social media, we now live in an age where much of our lives are stored and managed digitally. While many people adequately plan for their physical and financial assets, digital assets are often overlooked in the estate planning process. Creating a digital asset plan protects your online legacy […]
Congratulations on your new home! Whether you are officially a first-time homeowner or are leveling up (or scaling back) to a space that better fits your life, buying property is a massive milestone. While you are busy picking paint swatches and unboxing the kitchen, do not forget that a new deed often means a new financial landscape […]
More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding marriage in the United States have undergone significant shifts over the past several decades. Consider the following: The […]
You have decided to meet with an estate planning attorney to get your documents in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized for the first meeting. But what should you do when it comes to preparing to meet with your […]
When people think about estate planning, they often focus on wills, trusts, and inheritance. What’s often overlooked is the home’s condition, especially ongoing roof repairs or insurance claims. For many families in Austin and Travis County, the home is the estate’s largest asset. Unresolved roof damage or open insurance claims can cause delays, confusion, and unexpected […]
One goal of estate planning is to ensure assets, including your home, pass to chosen beneficiaries quickly and inexpensively. In real estate, a common strategy to avoid probate is adding others to the title of the property, such as a spouse, children, or other beneficiaries. Many who use this strategy are banking on using the “rights […]
Receiving an inheritance can be meaningful and transformative, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage assets, face creditor or tax issues, or lack the financial experience needed to preserve and grow their inheritance. A well-designed estate plan helps anticipate and reduce these risks […]
Family strife is horrible for everyone involved, and often spills over into estate planning, with hurled threats of “I’ll cut you out of my will” not uncommon for feuding families. If you find yourself in the unfortunate position of having family conflict lead to estranged loved ones and changes estate plans, know these changes often place […]
