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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.
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.
- Rania Combs
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.
- Rania Combs
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.
- Rania Combs
Explains why principal distributed from a trust is generally separate property in Texas, while the characterization of trust income can depend on the beneficiary's right to demand it and trustee discretion.
- Rania Combs
Explains how an estate plan can provide for pets after incapacity or death by naming caregivers and alternates, leaving funds for care, or creating a Texas pet trust.
- Rania Combs
Compares a Texas Directive to Physicians, which expresses end-of-life treatment wishes, with an out-of-hospital DNR order that directs emergency personnel not to attempt specified resuscitative measures.
- Rania Combs
Texas law may allow a relative living abroad to serve as guardian of a child, but parents should also name a U.S.-resident alternate because court decisions can vary.
- Rania Combs
The article explains how the law of the state where spouses acquired property can determine whether an out-of-state home remains separate or community property for division at death after they move to Texas.
- Rania Combs
This article explains the rights of Texas life tenants to possess, use, and earn income from property, along with their duties to maintain it, pay expenses, and avoid waste.
- Rania Combs
In Texas, a trust generally remains a private document rather than being recorded with the Secretary of State, while an affidavit or certification of trust can verify the trustee’s authority.
- Rania Combs
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