Estate Planning Resources

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

Texas Durable Power of Attorney: Validity, Bank Acceptance, and Revocation

This article explains Texas Durable Power of Attorney requirements, including durability language, notarization, mental capacity, and when an agent’s authority begins.

Texas Medical Power of Attorney: Requirements, Agent Authority, and Revocation

This article explains Texas Medical Power of Attorney requirements, including execution methods, witness qualifications, signature rules, timing, and agent selection.

Beneficiary Designations: How to Coordinate Them With Your Estate Plan

This article explains how beneficiary designations for retirement accounts, life insurance, and other assets work with a Will or trust and why they should be reviewed regularly.

Estate Planning for College Students: 3 Documents Every Young Adult Needs

This article explains why college students turning 18 may need a Durable Power of Attorney, Medical Power of Attorney, and HIPAA Authorization.

How to Revoke or Change a Texas Transfer on Death Deed

This article explains how Texas property owners can revoke or change a Transfer on Death Deed, including rules involving recording, Wills, beneficiary changes, divorce, incapacity, and powers of attorney.

Can I Change My Will Before My Divorce Is Final in Texas?

The article explains that Texas generally allows a person to change, replace, or revoke a Will during a pending divorce, while warning that beneficiary designations and other estate plan arrangements may be governed separately.

Texas Transfer on Death Deed: How It Works, Requirements, Benefits, and Risks

Explains how a Texas Transfer on Death Deed transfers Texas real estate at death, the recording and execution requirements, and the planning risks involving beneficiaries, creditors, title, and joint ownership.

What Are the Requirements for a Valid Will in North Carolina?

This article explains North Carolina requirements for a valid Will, including testamentary capacity, intent, proper execution, witness rules, holographic and oral Wills, and notarization.

How to Choose a Guardian for Your Children: 10 Factors to Consider

This article explains how parents can evaluate potential guardians for minor children based on maturity, character, values, relationships, location, and household stability.

Why Gifting Powers Matter in a Durable Power of Attorney

This article explains how gifting powers in a Durable Power of Attorney can support long-term care planning, continue financial intentions, and further estate planning goals while requiring careful limits and a trusted agent.

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