Estate Planning Resources

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

How to Sign Estate Planning Documents in a Pandemic

Describes pandemic-era approaches to signing Texas estate-planning documents and discusses witness, notarization, holographic-Will, trust, and power-of-attorney considerations.

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

An archived COVID-19 post that encourages people to review their Will, powers of attorney, health care agents, and document storage during a health emergency.

Beware of Social Security Scams

Explains how Social Security impersonation scams use threats, spoofed caller ID, and payment demands, and identifies steps to avoid, report, and recover from fraud.

Will Transferring My Homestead to a Revocable Trust Prevent Me From Qualifying For Medicaid?

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.

What are Valid Reasons to Contest Will in Texas?

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.

Happy Holidays!

A holiday message from Rania Combs that reflects on Ralph Waldo Emerson's definition of success and offers seasonal wishes to readers.

Must a Court Honor Parents’ Appointment of Guardian?

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.

Is Married Beneficiary’s Interest in a Trust Separate or Community Property?

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.

Can Life Support Be Withheld If A Patient Has Not Signed A Directive To Physicians?

Explains that the absence of a Texas Directive to Physicians does not automatically prevent a life-support decision, and identifies the agents or relatives the article lists as potential decision-makers.

Who Will Take Care of My Pets After I Die?

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.

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