Estate Planning Resources

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

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.

Storing the Keys to Your Online Financial Lives

The article explains ways to organize and securely store online financial account usernames and passwords so an agent or executor can access them after incapacity or death.

How to Spot, Avoid, and Report Coronavirus Scams

Explains how scam messages, robocalls, fake contact tracers, and fraudulent online stores seek personal or financial information, and outlines practical fraud-prevention steps.

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.

Can Agent Override Decisions of Person Granting Power of Attorney?

Explains that an agent under a Texas durable power of attorney cannot overrule a capable principal's financial decisions, even when the agent believes those decisions are unwise.

Free Medical Power of Attorney for Texas’ Heroes

Documents a 2020 program that offered free Texas medical powers of attorney to essential workers and explains the role of a health care agent during incapacity.

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.

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