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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.
A pooled special needs trust is a nonprofit-established trust that manages beneficiaries’ assets in separate sub-accounts while pooling funds for investment and administration.
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Life insurance proceeds generally pass outside probate and are protected from estate creditors, with the Texas Insurance Code exempting them from seizure.
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The article explains Texas testamentary capacity requirements for signing a Will, including how a lucid interval may allow someone with Alzheimer’s or medication-related impairment to make a valid Will.
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An outright inheritance for a spouse can leave children without assets, while a trust or direct bequest may help preserve an inheritance for them.
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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.
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Federal law generally requires a surviving spouse to inherit a 401(k) unless the spouse waives that right during the marriage.
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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.
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This article explains how Texas intestacy laws distribute property when a married person with children from a prior marriage dies without a Will.
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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.
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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.
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