Estate Planning Resources

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

Will Distributions from ABLE Account for Food or Shelter Reduce SSI Benefits?

This article explains how, under the Social Security Administration policy described, ABLE account distributions for food and shelter were treated for SSI purposes and discusses the 2023 contribution limit.

Can An Adopted Child Inherit From Biological Parents?

Texas adopted children may inherit from and through their biological parents unless a court order or a parent’s Will removes that right.

Is an Agent Named in a Durable Power of Attorney Legally Responsible for the Debts of a Principal?

A Texas durable power of attorney agent is generally not personally responsible for the principal’s debts unless the agent is a party to the debt or acts outside the granted authority.

Is It Always Necessary to Probate a Will in North Carolina

This article explains when probate is necessary in North Carolina, how a Will is validated, and which assets can transfer without probate.

Do I Have To Pay Taxes On An Inheritance From A Foreign Relative?

Explains that a U.S. recipient generally does not pay tax merely for receiving a foreign gift or inheritance, but may have IRS reporting obligations and foreign-account reporting duties.

What Assets Are Protected From Creditors in Texas?

The article explains which assets Texas law protects from creditors, including homesteads, personal property, retirement accounts, 529 plans, life insurance proceeds, and annuities, and discusses additional options such as LLCs and umbrella insurance.

Can I Disinherit my Spouse in North Carolina?

North Carolina's elective share law may allow a surviving spouse to claim a portion of a deceased spouse's estate despite the Will, unless the right was waived.

Can My Husband Give His Children Our Homestead If He Owned It Before We Married?

In Texas, a husband may leave a home he owned before marriage to his children, but his surviving spouse may have homestead occupancy and reimbursement rights.

The Complexities of Intestacy for Blended Families in Texas

The article explains how Texas intestacy laws can distribute community and separate property among a surviving spouse and children from prior relationships in blended families.

Is The Will I Signed In Another State Valid in Texas?

A Will signed in another state may remain valid after moving to Texas, but updating it can help take advantage of Texas probate procedures, including independent administration and self-proving affidavits.

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