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Should a Charitable Lead Trust Be a Part of My Estate Planning

What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment (as we find ourselves in now)?
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Estate Planning for Special Needs Children

It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
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Safe Deposit Box - What Shouldn't Be Stored Inside ?

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
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When Should You Fund a Trust?

For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
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No Kids? What Happens to My Estate?

So, what happens to your estate if you don’t have a will nor any children?
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What’s an Enhanced Life Estate?

Your house might be your single most valuable financial asset. So you want to make sure you can give it to those you love when you die, without giving up the farm. That can be tricky.
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What Should I Know about Cryptocurrency and Estate Planning?

What Is Cryptocurrency? Why Has It Been So Popular?
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Do You Understand Veterans’ Benefits?

It’s important to understand the VA benefits available to you before you separate or retire from military service.
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What’s a Pot Trust?

A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.
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How Do I Stop Heirs from Foolishly Wasting Inheritance?

One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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Austin office:

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

Get Directions
Our Georgetown Office

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

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