Estate Planning Resources

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

Free Medical Power of Attorney for Texas’ Heroes

Every day, I am moved by stories of courageous Texans risking their lives to protect and care for the most vulnerable among us. The heroes of the pandemic are not only medical first responders, but

Does My Texas Medical Power Of Attorney Need To Be Notarized?

Many people have medical powers of attorney that they have signed in the presence of two witnesses. They become concerned that their power of attorney is not valid because it has not been signed in

What is a Texas Medical Power of Attorney?

A Texas medical power of attorney is a document that allows you, the principal, to designate a trusted family member or friend to make medical decisions for you if you become unconscious or mentally incapable

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

LegalZoom and other do-it-yourself document preparation services want you to believe that the process of preparing a Will is as easy as filling in the blanks on standardized forms. They lure you with a cheap

The Characterization of Property in Texas

I have written before that the characterization of property as separate or community dictates who inherits property when a married person dies without a Will in Texas.  It also affects which property you can dispose

Can I Sign My Will Electronically in Texas?

UPDATE: On April 8, 2020, Governor Abbott issued an order temporarily allowing regular notaries to notarize the following documents by video conference: durable powers of attorney, medical powers of attorney, directives to physicians, and self-proving

How to Sign Estate Planning Documents in a Pandemic

UPDATE: On April 8, 2020, Governor Abbott issued an order temporarily allowing regular notaries to notarize the following documents by video conference: durable powers of attorney, medical powers of attorney, directives to physicians, and self-proving

Who Can Make Funeral Arrangements in Texas When There Isn’t a Will?

A man died without a Will. He died unmarried, with two children, one 19 and the other 17. However, he and his children had been estranged for least ten years. His siblings and parents contacted

Planning for a PandemicFor a summary of CDC recommendations for adults over 60, read:

My children asked me yesterday how many times in my life the world has dealt with a pandemic like COVID-19. I couldn’t think of any other. COVID-19 Has Caused Significant Disruption In the past, we’ve

Beware of Social Security Scams

My husband and I disconnected our home phone number recently. We both have cell phones, and it seemed like the only calls we received were sales calls and scams. Receiving a call from someone posing

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