Resources

Final Regulations Under SECURE Act: What You Need to Know

The IRS released the final regulations to the SECURE Act on July 18, 2024. Although regulations mostly mirror the 2022 proposed regulations, they include some clarifications and changes.

Estate Planning for the Unexpected

I read an article last week that served as a sobering reminder of why it’s crucial to plan for the unexpected.The article was about a Pennsylvania couple…

Who Makes Medical Decisions if there is no Health Care Power of Attorney in North Carolina?

If you have not signed a health care power of attorney, the North Carolina General Statutes will control who makes health care decisions for you. The law is…

The Power of Beneficiary Deemed Owner Trusts for Retirement Assets

If you have a large retirement asset that you intend to pass to your beneficiaries in trust, consider updating your estate plan to include Beneficiary Deemed Owner Trusts…

Is It Always Necessary to Probate a Will in Texas?

It is necessary to probate a Will in Texas when the estate includes assets titled in the decedent’s name. A person who dies typically has two classes of…

Who Makes Medical Decisions in Texas If There Is No Medical Power of Attorney?

Texas law controls who makes medical decisions if there is no medical power of attorney. The law is rigid, and the person authorized to make decisions under the…

Can I Make Handwritten Changes To a Typewritten Will?

Handwritten changes a Testator makes before signing a typewritten Will are valid; however, handwritten changes made after signing a Will be disregarded unless the Testator observes all the…

What Happens If You Die Without a Will in NC

Attorney Rania Combs discusses the North Carolina Intestate Succession Act, which dictate how property is distributed when someone dies without a Will in North Carolina.