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 msmyers | Mar 26, 2020 | Business Planning, Elder Care, Estate Planning, Probate, Retirement, Social Security
The Texas Bar and others have compiled some useful information– listed below are a set of links that may be helpful to you, and feel free to share with others: Prevention of COVID-19 Symptoms of COVID-19 What to do if you are sick Texas COVID-19 testing...
by msmyers | Mar 7, 2016 | Estate Planning, Probate, Retirement
With every client we discuss the important of Life Insurance as well as its non-probate character, in other words, as long as a beneficiary is named other than the estate, the policy will pay out directly to that beneficiary, rather than passing according to will (and...
by msmyers | Dec 7, 2015 | Elder Care, Estate Planning, Retirement
Many married clients assume that the surviving spouse will automatically inherit the real estate of their deceased spouse. Without a Will however, the Texas Intestate Succession rules govern. For example, in the case of a married couple with children from their...
by msmyers | Dec 7, 2015 | Business Planning, Elder Care, Estate Planning, Retirement, Social Security
One in every three Americans will receive an inheritance during their lifetime, according to a study by Ohio-State researcher, Jay Zagorsky. Unfortunately, much of that windfall is lost through spending or bad investing. Mr. Zagorsky offers four steps for handling an...
by msmyers | Dec 7, 2015 | Business Planning, Elder Care, Estate Planning, Retirement
Many clients donate to charities in the spirit of holiday giving. Not all gifts have the same impact, however. Did you know that donating appreciated assets can have a bigger financial impact on the charitable organization than a gift of the cash proceeds from that...
