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 to Talk with Someone who is Grieving

This article offers compassionate guidance on talking with someone who is grieving, including listening empathetically, acknowledging the loss, providing practical support, and respecting the grieving process.

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.

Free Texas Will Forms

This article explains how Texas Supreme Court Will forms work, who may use them, their limitations, and why some Texans need individualized estate-planning advice.

Planning For When Your Mind Fades

The article explains how a dementia-specific advance directive can help people document changing treatment wishes before they lose the ability to make complex medical decisions.

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.

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