Austin, Texas Estate Planning Blog

Discover the importance of intentional estate planning for young beneficiaries. Learn about the options and strategies available to protect their inheritance.
Incapacity planning is a crucial aspect of managing your estate and ensuring that your wishes are honored if you cannot make decisions for yourself. This article will examine the various components of incapacity planning, offering comprehensive…
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Navigating the world of medical decisions, especially end-of-life care, can be challenging. The term advance directive holds immense importance in this domain. This article delves into the concept of advance care planning and the significance of advance directive forms. What Is an Advance Directive? An advance directive is a legal document expressing your wishes regarding the care you want in case you cannot make decisions for yourself. Advance directives are legal documents that ensure that health care professionals and loved ones know your preferences about medical treatment should you become incapacitated. Why Should You Make an Advance Directive? An advance…
There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options, like transfer on death.

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People

Think about the people and things that matter to you the most - your family and your future.

Property

By "Property" we mean your assets in general. Make a list of the assets you own or control. At this point, you do not need to identify insurance policy numbers and exact dollar values.

Plans

It is important to consider the future and secure plans for your loved ones and possessions in case of unpredictable circumstances.

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