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 Name my Minor Children as Beneficiaries of my Insurance Policy?

If you’re like most parents, your beneficiary designation on your life insurance probably lists your minor children as the secondary beneficiaries of your life insurance policy, behind your spouse in the following way: Primary Beneficiary:

Consent for Treatment of Minors by Non-Parent

My youngest son is 16 years old now. Last summer, as Covid forced lockdowns, he and half a dozen of his friends planned a beach trip to celebrate the end of the pandemic. A friend’s

Should I Put My Guns to My Revocable Trust?

If you own guns, you may be wondering whether you should transfer them to your Revocable Trust. There are a couple of reasons why that is generally a bad idea. Reasons to Avoid Putting Guns

Can A Parent Disinherit An Adopted Child?

A woman’s adoptive father was dying. She was worried, but not about what you’d expect. You see, her father inherited a piece of family land from her grandmother that her grandmother always said would one

Potential Capital Gains Tax Changes Ahead for Inherited Property

Capital gains tax is a type of tax you have to pay when you sell an appreciated asset. You calculate it by subtracting your purchase price (known as the cost basis) from how much you

Tips for Preventing Elder Fraud

A neighbor was at home with her young children when someone claiming to be an IRS agent called her. He told her that she owed back taxes and demanded that she pay immediately over the

Storing the Keys to Your Online Financial Lives

If you’re like many Americans, you pay most of your bills online. It’s so much easier. There are no checks to write, and no stamps to buy. With the click of a mouse, you’re all

How to Spot, Avoid, and Report Coronavirus Scams

Beware. Con artists are using fears and uncertainty surrounding the COVID-19 pandemic to commit fraud. According to the Federal Trade Commission (“FTC”), Americans have filed more than 200,000 claims of COVID-19-related scams this year. Losses

The Blessing of Planning Ahead

Many years ago, I wrote an article called: What What You Do If You Had 46 Days to Live? It referenced an article about a man named Rob Jaffe, whose doctors diagnosed him with a rare blood disease

Exciting News Amid A Pandemic

I have some exciting news to share: Last month, I was sworn in as a member of the North Carolina Bar! That means that in addition to working with clients in Texas, I also will

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