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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.
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
A self-proving affidavit confirms that a testator properly signed a Will before two witnesses and can eliminate the need for witness testimony during probate.
- Rania Combs
The article explains why DIY Will and document preparation services differ from attorneys, focusing on legal advice, professional oversight, accountability, and ways to evaluate a lawyer.
- Rania Combs
The article explains why individualized legal advice is important when preparing a Will and why DIY forms may fail to address blended families, minor children, or special-needs beneficiaries.
- Rania Combs
A father’s hastily prepared holographic Will left his wife as the sole beneficiary, allowing her to exclude his daughter from his estate.
- Rania Combs
The article explains Texas’s 2021 extension of the rule against perpetuities from the traditional period to 300 years for most trusts and discusses a potential conflict with the Texas Constitution.
- Rania Combs
This article explains how Texas intestacy laws affect blended-family homes and the constitutional homestead protections available to surviving spouses.
- Rania Combs
This article explains Texas durable powers of attorney, compares immediate and springing authority, and discusses agent selection and safeguards against abuse.
- Rania Combs
The article explains why naming minor children directly as life insurance beneficiaries can lead to guardianship and discusses UTMA custodial accounts and testamentary trusts as alternatives.
- Rania Combs
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