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Estate Planning
A thoughtful estate plan gives your family clarity. It answers who will inherit, who will care for children, and who will step in when needed.
This article explains common elder fraud scams and offers practical steps seniors and their loved ones can take to prevent financial exploitation, including monitoring accounts and establishing a durable power of attorney.
- Rania Combs
The article explains ways to organize and securely store online financial account usernames and passwords so an agent or executor can access them after incapacity or death.
- Rania Combs
Explains how scam messages, robocalls, fake contact tracers, and fraudulent online stores seek personal or financial information, and outlines practical fraud-prevention steps.
- Rania Combs
Uses two end-of-life planning stories to show how current estate documents and beneficiary designations can reduce pressure on a family during a serious illness.
- Rania Combs
Explains why a college student should sign a durable power of attorney, medical power of attorney, and HIPAA authorization before leaving home.
- Rania Combs
Explains the article's position on electronic Will signing in Texas, including the distinction between online document preparation, remote notarization, and the execution of a valid Will.
- Rania Combs
Describes pandemic-era approaches to signing Texas estate-planning documents and discusses witness, notarization, holographic-Will, trust, and power-of-attorney considerations.
- Rania Combs
An archived COVID-19 post that encourages people to review their Will, powers of attorney, health care agents, and document storage during a health emergency.
- Rania Combs
Discusses how placing a Texas homestead in a revocable trust can affect the article's stated Medicaid-resource treatment and compares probate-avoidance alternatives such as a transfer-on-death or Lady Bird deed.
- Rania Combs
Explains how the original SECURE Act changed inherited-retirement-account distribution planning, including the 10-year rule and the potential effect on conduit and accumulation trusts.
- Rania Combs
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Topics
- Estate Planning122
- Wills62
- Probate and Estate Administration46
- Powers of Attorney46
- Intestacy34
- Gift and Estate Tax32
- Trusts28
- Newsworthy25
- Choosing a Guardian25
- Wacky Wills22
- Odds and Ends17
- The Risk of DIY Planning16
- Special Needs Trusts13
- Transfer on Death Deeds13
- Retirement and End of Life Planning13
- Incapacity11
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From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.