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Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
This article defines common trust terms, including grantor, trustee, beneficiary, principal, revocable and irrevocable trusts, pour-over Wills, testamentary trusts, and spendthrift clauses.
- Rania Combs
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.
- Rania Combs
This article explains how blended families can use trusts, direct bequests, independent trustees, and open communication to reduce the risk of children being disinherited.
- Rania Combs
Estate planning for pets can name a willing caregiver in a Will or Trust and provide funds for the pet’s ongoing care.
- Rania Combs
The article explains how dying without a Will in Texas can cause unintended inheritance outcomes for blended, non-traditional, and estranged families.
- Rania Combs
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.
- Rania Combs
This article explains how to recognize and avoid common fraud attempts, including impostor calls, manipulated caller ID, payment scams, robocalls, and high-pressure tactics.
- Rania Combs
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.
- Rania Combs
A Florida Supreme Court case shows how a do-it-yourself Will without a residuary clause caused inherited property to pass under intestacy laws and led to costly litigation.
- Rania Combs
A Texas self-proving affidavit can simplify Will probate by providing presumptive evidence of proper execution and reducing the need for witness testimony.
- Rania Combs
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