Estate Planning Resources

Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.

Can Minor Orphans in Texas Select Their Own Guardians?

Explains that a Texas minor who is at least 12 may ask the court to appoint a preferred guardian, subject to the court's review of the nominee's qualifications.

Back to Nature: Exploring Green Burial Options

This article explains natural burial, burial pods, and human composting, and discusses how to document green burial wishes in an estate plan.

Final Regulations Under SECURE Act: What You Need to Know

The article reviews the IRS’s July 18, 2024, final SECURE Act regulations, including changes affecting Roth IRAs, required minimum distributions, beneficiaries, spouses, trusts, and estate planning.

How Much Insurance Do I Need to Protect My Family?

This article explains how life insurance can supplement assets to support children and guardians, calculate coverage needs, compare quotes, research insurer ratings, and review coverage after major life events.

The Council of Dads

The article explains how parents can choose a guardian in their Will while asking trusted friends or family to form a Council of Dads or Moms to share specific lessons and values with their children.

Is It Always Necessary to Probate a Will in Texas?

This article explains when a Will must be probated in Texas, how the probate process establishes authority over titled property, and which assets can transfer outside probate.

Beware the Rise of Voice Cloning Scams

This article explains how AI voice cloning enables family emergency scams and recommends verifying callers, ignoring spoofed numbers, establishing a family codeword, and reporting scams.

Frequently Asked Questions About Texas ABLE Accounts

This FAQ explains Texas ABLE Account eligibility, contributions, qualified disability expenses, ownership, tax treatment, benefit limits, and distribution after the beneficiary’s death.

Who Can Apply for Probate in Texas?

Texas law allows any interested person to apply for probate, but the court separately determines who will serve as Executor or Administrator.

What Is an Irrevocable Life Insurance Trust (ILIT)?

This article explains how an Irrevocable Life Insurance Trust can keep life insurance proceeds outside a grantor’s gross estate, including its benefits, administration requirements, Texas community property concerns, and disadvantages.

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