Estate Planning Resources

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

Should I Put My Guns to My Revocable Trust?

The article explains why transferring guns to a Revocable Trust can create legal risks involving NFA firearms, prohibited beneficiaries, and interstate transfers, and describes how a specialized gun trust may help.

Can A Parent Disinherit An Adopted Child?

In Texas, an adopted child inherits like a biological child under intestacy laws, but a parent may disinherit the child by Will.

Potential Capital Gains Tax Changes Ahead for Inherited Property

The article explains how capital gains tax applies to gifted and inherited property and discusses proposed changes to the step-up in basis.

Exciting News Amid A Pandemic

Announces Rania Combs' admission to the North Carolina Bar and explains that her virtual practice can serve estate-planning clients in both North Carolina and Texas.

LegalZoom vs. Lawyer: What You Don’t Know Can Hurt You

The article examines flaws in a LegalZoom Will through an attorney's experience and explains how do-it-yourself documents can overlook blended-family issues, trustees, beneficiaries, and other estate-planning needs.

The Characterization of Property in Texas

Explains how Texas classifies property as community or separate based on when and how it was acquired, including tracing, commingling, reimbursement, and marital-property agreements.

Can I Sign My Will Electronically in Texas?

Explains the article's position on electronic Will signing in Texas, including the distinction between online document preparation, remote notarization, and the execution of a valid Will.

Will Transferring My Homestead to a Revocable Trust Prevent Me From Qualifying For Medicaid?

Discusses how placing a Texas homestead in a revocable trust can affect the article's stated Medicaid-resource treatment and compares probate-avoidance alternatives such as a transfer-on-death or Lady Bird deed.

What are Valid Reasons to Contest Will in Texas?

Explains common grounds for contesting a Texas Will, including improper execution, lack of testamentary capacity, undue influence, and fraudulent inducement, as well as who may have standing.

Must a Court Honor Parents’ Appointment of Guardian?

Explains that a Texas court generally gives substantial effect to a parent's guardian designation, but may reject the nominee if the person is disqualified, unwilling, or not in the child's best interests.

Search

Topics

Ready to get started?

Let's Create a Plan That Works for You

From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.