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Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
FinCEN’s interim final rule narrows Corporate Transparency Act reporting by exempting U.S.-formed entities and limiting requirements for certain foreign entities.
- Rania Combs
This article explains how to structure see-through trusts for retirement accounts and compares conduit and accumulation trusts based on tax efficiency, control, and asset protection.
- Rania Combs
This article explains an executor’s duties, North Carolina’s eligibility and disqualification rules, and who may administer an estate when someone dies without a Will.
- Rania Combs
This article answers common questions about Texas intestacy, including inheritance rights, spouses, common-law marriage, minor-child guardianship, and avoiding intestacy with a Will.
- Rania Combs
North Carolina law establishes a priority order for medical decisions when a person lacks capacity and has no valid Health Care Power of Attorney, but an HCPOA allows that person to choose a trusted health
- Rania Combs
The article examines LegalZoom’s outdated Texas estate-planning information, including errors about oral wills and pet trusts, and explains the risks of using DIY documents without attorney advice.
- Rania Combs
This article explains how a Letter of Intent helps future caregivers understand a child with special needs, including medical care, routines, preferences, and long-term support plans.
- Rania Combs
The article explains how a traditional or online Letter of Intent can help parents of children with special needs organize essential care information for future caregivers.
- Rania Combs
This article explains who inherits probate and non-probate property in North Carolina when someone dies without a Will, including the rights of spouses, children, parents, and other relatives.
- Rania Combs
Texas generally does not allow a person to use a self-settled trust to protect assets from their own creditors, although narrow statutory provisions may affect specific trust structures.
- Rania Combs
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