- home
- Resources
Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
The article explains how love scams can financially exploit seniors and offers warning signs and protective steps involving relationships, bank activity, cognitive decline, estate planning documents, and powers of attorney.
- Rania Combs
Federal law generally requires a surviving spouse to inherit a 401(k) unless the spouse waives that right during the marriage.
- Rania Combs
Texas parents can use a Department of Family and Protective Services form to authorize certain relatives to make medical, school, and other decisions for a child in their care.
- Rania Combs
In Texas, jointly owned property does not automatically pass to a surviving spouse unless it is held with rights of survivorship or arranged through specific beneficiary and transfer-on-death designations.
- Rania Combs
A Texas Will may remain valid when the testator signs it several days before the witnesses, provided the witnesses sign it in the testator’s presence.
- Rania Combs
This article explains that, under the rules described, Texas property transferred outside probate by a Transfer on Death Deed is not subject to Medicaid Estate Recovery, while property passing through probate may be.
- Rania Combs
The article explains how parents of children with special needs can plan for their child’s care after their incapacity or death through estate planning, financial preparation, caregiving arrangements, a Letter of Intent, and organized records.
- Rania Combs
Texas generally recognizes an advance directive or similar instrument validly executed in another state, subject to Texas laws governing health care.
- Rania Combs
A person who is already incapacitated cannot grant a medical power of attorney, but a court may appoint a guardian to make decisions when no suitable agent is available.
- Rania Combs
A Texas joint bank account does not automatically pass to a surviving spouse unless the account includes written survivorship rights.
- Rania Combs
Search
Topics
Ready to get started?
Let's Create a Plan That Works for You
From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.
