Estate Planning Resources

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

Do I Need a Lawyer to Probate a Will in Texas?

This article explains why Texas executors generally need a lawyer to probate a Will and identifies limited exceptions involving a muniment of title or an affidavit of heirship.

What is an Affidavit of Heirship?

An Affidavit of Heirship identifies a decedent’s heirs and may offer a less expensive alternative to probate for transferring real estate, but it has important limitations.

Who Are Your Beneficiaries?

The article explains why regularly reviewing beneficiary designations matters, including their effect on probate, Wills, minor beneficiaries, and revoked trusts.

Is There a Difference Between an Executor and an Administrator of an Estate?

A Texas executor is named in a valid Will, while an administrator is appointed by the probate court when the decedent did not leave a Will; both manage assets, pay claims, and distribute property.

Say What? Trust Terminology Defined

This article defines common trust terms, including grantor, trustee, beneficiary, principal, revocable and irrevocable trusts, pour-over Wills, testamentary trusts, and spendthrift clauses.

Should I Add a No-Contest Clause to My Will?

This article explains Will contests, how no-contest clauses may deter challenges, when courts may not enforce them, and steps to reduce the risk of a successful contest.

Estate Planning in Blended Families

This article explains how blended families can use trusts, direct bequests, independent trustees, and open communication to reduce the risk of children being disinherited.

Estate Planning for Pets

Estate planning for pets can name a willing caregiver in a Will or Trust and provide funds for the pet’s ongoing care.

Will a Gift I Make To My Married Child Be Community Property?

In Texas, a gift to a married child is separate property, but naming the child’s spouse on the deed can give the spouse an ownership interest and trigger gift-tax reporting considerations.

What is a Residuary Clause?

A residuary clause in a Will distributes the remaining estate after debts, expenses, and specific gifts, helping ensure that known and unknown assets pass according to the testator’s wishes.

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