Estate Planning Resources

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

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

My children asked me yesterday how many times in my life the world has dealt with a pandemic like COVID-19. I couldn’t think of any other. COVID-19 Has Caused Significant Disruption In the past, we’ve

Beware of Social Security Scams

My husband and I disconnected our home phone number recently. We both have cell phones, and it seemed like the only calls we received were sales calls and scams. Receiving a call from someone posing

Who Are The Heirs of a Single Person With No Surviving Parents or Children Who Dies Without a Will?

When an unmarried person dies without a Will in Texas, the Texas Intestacy Statutes control how their property will be distributed. The intestacy statutes are the Texas legislature’s best guess on how a Texan would

What is a Laughing Heir?

I heard about “laughing heirs” for the first time during my Wills, Trusts, and Estates class in law school. A laughing heir is an heir of an estate so remotely related to a decedent that

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

Medicaid is a means-tested benefit that provides health insurance for Americans with limited financial resources and income. To be eligible for Medicaid coverage, applicants can have no more than $2,000 in countable resources. However, not

What are Valid Reasons to Contest Will in Texas?

His dad had been sick and weak. He didn’t even have the strength to write his own name. Nevertheless, after his father died, his stepmother produced a deathbed Will for probate that left all her

Your Estate Plan May Need To Be Tweaked: The SECURE Act Has Passed

Rania Combs discusses how the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) may require changes to your estate plan.

Happy Holidays!

One of my favorite poems is one Ralph Waldo Emerson wrote about success. Although many in our world define success by how much money one earns, the size of one’s house, or the make of

Must a Court Honor Parents’ Appointment of Guardian?

The issue that drives most parents to engage in estate planning is appointing a guardian for their children. Texas gives parents to right to appoint a guardian for their children in a Will or a

Can I Revoke A Transfer On Death Deed By Will?

Suppose you signed and recorded a Texas Transfer on Death Deed naming your girlfriend as the beneficiary of your house. You had been together for several years and thought she was the love of your

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