Estate Planning Resources

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

Tips for Preventing Elder Fraud

A neighbor was at home with her young children when someone claiming to be an IRS agent called her. He told her that she owed back taxes and demanded that she pay immediately over the

Is A Fill-In-The-Blank Will Valid in Texas?

John was just about to go on vacation. He wanted to have a Will in place in case a tragic accident occurred. So, he did what many Americans do: he searched for a Will form

Is Your Estate In Order?

Rania Combs discusses tips for organizing your estate so your fiduciaries have all the information they need to handle your affairs.

Storing the Keys to Your Online Financial Lives

If you’re like many Americans, you pay most of your bills online. It’s so much easier. There are no checks to write, and no stamps to buy. With the click of a mouse, you’re all

What is a Lady Bird Deed?

A “Lady Bird Deed” is another name for an enhanced life estate deed, which allows a property owner to transfer property at death without the necessity of probate. People call it a “Lady Bird Deed”

How to Spot, Avoid, and Report Coronavirus Scams

Beware. Con artists are using fears and uncertainty surrounding the COVID-19 pandemic to commit fraud. According to the Federal Trade Commission (“FTC”), Americans have filed more than 200,000 claims of COVID-19-related scams this year. Losses

The Blessing of Planning Ahead

Many years ago, I wrote an article called: What What You Do If You Had 46 Days to Live? It referenced an article about a man named Rob Jaffe, whose doctors diagnosed him with a

Exciting News Amid A Pandemic

I have some exciting news to share: Last month, I was sworn in as a member of the North Carolina Bar! That means that in addition to working with clients in Texas, I also will

Powers of Attorney Protect College Students During a Pandemic

My daughter graduated from high school a few weeks ago in an unusual ceremony. Our family drove up to the school building, exited our car, entered the building, and walked down a long hallway to

Can Agent Override Decisions of Person Granting Power of Attorney?

Con artists often target the elderly because isolation and declining cognitive ability makes them more vulnerable to fraud. Consumer Reports estimated that seniors and their families lose $3 billion to more than $30 billion to

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