by Matthew | Sep 20, 2023 | Estate Planning
It is that time of year, those young adults graduated high school and are heading off to college or starting full-time jobs. While our clients often think about their own planning, they sometimes forget that their adult children need to have some documents in place as...
by Matthew | Aug 20, 2023 | Business Planning, Estate Planning
A common question in our practice is whether to rely on a will or go to the extra effort and expense for a revocable trust. From newspaper articles to movies and cocktail parties, everyone seems to have an opinion. In those settings, people hear that probate is scary,...
by Matthew | May 3, 2023 | Estate Planning
Nearly sixty percent of Americans do not have wills or any kind of estate planning in place (aarp.org; caring.com). Without estate planning documents, state laws will govern who can make certain decisions for you in the event of an accident and who will inherit...
by Matthew | Apr 3, 2023 | Elder Care, Estate Planning, Probate
Officially declaring your wishes for your medical care in your Medical Power of Attorney and Medical Directive is an essential component of your Estate Planning. Copies of your Medical Power of Attorney and Medical Directive should be given to your named agents so...
by Matthew | Mar 3, 2023 | Estate Planning, Retirement
Austin continues to be a popular city for new residents moving in from all over the country. We have been fortunate to assist many clients who moved here from all over the US. Clients move to Austin for a variety of reasons, including weather (usually!), jobs,...
by Matthew | Feb 3, 2023 | Elder Care, Estate Planning
Q: My loved one passed away and we can’t locate the will. How do we find out if there’s an existing will? And what do we do if we can’t locate a will? A: Generally, wills are not public record until someone dies and probate occurs. There is not a...
