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Will and Trust

Last Will

Having a last will in place will make sure your estate goes to whom you want, when you want, the way you want.

Financial POA

A financial power of attorney provides authority for someone to act on your behalf in case you become incapacitated.

Health Care POA

Health care power of attorney allows you to document your wishes regarding medical care if you become disabled.

Living Trust

By planning ahead with a trust, you can shorten the settlement process, and avoid lengthy estate proceedings.

10 things that will trigger a tax audit

10 things that will trigger a tax audit

It’s official. House Democrats have formally requested copies of the last six years of Donald J. Trump’s personal and business federal tax returns. Trump has steadfastly refused to make public his taxes, breaking a modern-day tradition set by presidential...
3 popular retirement plans for the self-employed

3 popular retirement plans for the self-employed

f you’re self-employed, your primary focus, especially in your entrepreneurial effort’s early years, likely is to just make sure your business survives. But once you’re on stable business footing, it’s wise to look into tax-deferred retirement...
5 cool tax moves to make this hot August

5 cool tax moves to make this hot August

August is here, but few of us have put out the welcome mat. The eighth month of the year tends to be one of the hottest of the year. Most of the summer’s fun events have come and gone. And school is about to start. OK, that last point is a positive for many...
4 tax law changes home buyers need to heed

4 tax law changes home buyers need to heed

It’s been a summer of change for my neighborhood. Several of our neighbors have moved, including our next-door neighbors that I really liked.  My former suburban Austinites are heading off to new jobs, other subdivisions they’ve discovered or to be...