Estate Planning Resources

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

You May Need More Than A Simple Will

The article explains why families with minor children, substantial assets, businesses, and multiple properties may need trusts and customized estate planning rather than a simple Will.

Texas Extends Rule Against Perpetuities to 300 Years

The article explains Texas’s 2021 extension of the rule against perpetuities from the traditional period to 300 years for most trusts and discusses a potential conflict with the Texas Constitution.

Intestacy Can Be A Nightmare In Blended Families

This article explains how Texas intestacy laws affect blended-family homes and the constitutional homestead protections available to surviving spouses.

To Spring or Not to Spring a Durable Power of Attorney

This article explains Texas durable powers of attorney, compares immediate and springing authority, and discusses agent selection and safeguards against abuse.

Should I Name my Minor Children as Beneficiaries of my Insurance Policy?

The article explains why naming minor children directly as life insurance beneficiaries can lead to guardianship and discusses UTMA custodial accounts and testamentary trusts as alternatives.

Consent for Treatment of Minors by Non-Parent

This article explains when minors in Texas may consent to their own medical care, when non-parent caregivers may authorize treatment, what written authorization should include, and how life-threatening emergencies are handled.

Should I Put My Guns to My Revocable Trust?

The article explains why transferring guns to a Revocable Trust can create legal risks involving NFA firearms, prohibited beneficiaries, and interstate transfers, and describes how a specialized gun trust may help.

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.

Tips for Preventing Elder Fraud

This article explains common elder fraud scams and offers practical steps seniors and their loved ones can take to prevent financial exploitation, including monitoring accounts and establishing a durable power of attorney.

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