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How Should I Handle an Inheritance?

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
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What Power Does an Executor Have?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
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How Should I Plan to Sell My Business?

According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.
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How Does a Charitable Trust Help with Estate Planning?

In general, the best reason to establish a charitable trust, is if you would like to create a long-standing form of charitable giving.
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Should I Use a Corporate Trustee?

Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
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What Happens If a Trust Is Invalid?

This case should be required reading for any person who has an interest in an entity or a trust.
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Is Prince’s Estate Settled Yet?

The administrators of the late musician's estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince's assets. The precise value was undisclosed, however, although it could exceed $100 million.
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Why Should I Name a Beneficiary?

Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
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What a Will Can and Cannot Do

A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
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Why Did ‘The Boss’ Sell His Music Catalog?

Last week, Bruce Springsteen made headlines for selling his entire music catalog to Sony Music Entertainment in a reportedly $500+ million deal. A number of fans are now asking, “Why did Bruce Springsteen sell his music rights?
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Austin office:

3801 North Capital of Texas Highway
Suite J220
Austin, TX 78746

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Our Georgetown Office

(By Appointment Only)
4506 Williams Drive, Suite 115
Georgetown, TX 78633

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