Estate Planning Resources

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

Protecting Your Children’s Inheritance with a Trust

When people hear about trust funds, they often imagine very wealthy people leaving vast sums of wealth to their children. But it’s not necessary to have a fortune to establish a trust. In fact, if

Estate Planning for Intangible Treasures

One year for Christmas, my mother-in-law gave my children a “Chat Pack.” It’s a box of cards with simple questions designed to start conversations. My children are all now adults, but they loved it when

How Do I Revoke a Will in Texas?

If your life has changed since your signed your will likely needs to change too. Marriage, divorce, the birth or adoption of a child, a move to another state, and big inheritance, or simply a

Who Manages an Estate After Someone Dies?

Losing a loved one can feel overwhelming. Besides enduring grief, many families wonder who will be responsible for handling the legal and administrative burden of settling their loved one’s estate and transferring property to their

How to Access a Deceased Person’s Safe Deposit Box in Texas?

Many people store important papers such as life insurance policies, wills and other important documents in safe deposit boxes to keep them secure. When they die, the personal representatives of their estates need to access

A Mother’s Love

Many years ago, I read an article that reminded me of the extraordinary lengths parents will go to protect and provide for their children. It was about a woman named Melissa Bowmer, who had been

What is a Texas Medical Power of Attorney?

A Texas medical power of attorney is a document that allows you, the principal, to designate a trusted family member or friend to make medical decisions for you if you become unconscious or mentally incapable

Does a Will Need to be Notarized in Texas?

The short answer is no. Texas law doesn’t require a will to be notarized in order for it to be valid. That said, a valid Texas will must meet certain requirements for it to be

Should I Disinherit My Special Needs Child to Protect His Benefits?

No. It is not necessary to disinherit your special needs child to protect their benefits. A better approach is creating a special needs trust to hold their inheritance. All parents worry about protecting their children

How Does Divorce Affect a Previous Will In Texas?

Although there are no hard and fast rules about how often you should update your will, certain life changes, such as a divorce, will trigger a need to do so. But what happens if you

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