Estate Planning Resources

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

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.

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.

Can Physicians in Texas Withhold Life Support Against Patient’s Wishes?

Explains the article's description of the Texas process for withholding life-sustaining treatment over a patient's or surrogate's objection, including ethics review and time to seek another provider.

Who Will Raise My Children if I Die Without Naming Guardians?

The article explains how a court may appoint a guardian for minor children when both parents die without naming one in a Will.

Even Ancient Egyptians Wrote Wills!

Naunakhte’s ancient Egyptian Will shows how she used her property rights to disinherit three children, reward another, and discourage challenges to her wishes.

What Happens if I Inherit a House with a Mortgage?

This article explains mortgage payments during probate, due-on-sale clauses, and when heirs may assume the existing mortgage on an inherited house.

An Empty Nest

This personal reflection explores the bittersweet emotions and changing family relationships that follow sending the last child to college and entering an empty nest.

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.

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