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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.
The article explains that Texas property transferred by a transfer on death deed at the donor’s death should receive a step-up in basis while bypassing probate.
- Rania Combs
After signing estate planning documents, store the originals securely, tell key people where they are, fund any revocable trust, review beneficiary designations, and revisit the plan periodically.
- Rania Combs
When someone dies without a will in Texas, the family is left with loose ends: a house still in the deceased person’s name, a bank account that is frozen, and title companies and banks asking
- Rania Combs
This article explains who may apply to probate a Will in Texas, who has priority to serve as Executor or Administrator, and which qualifications and disqualifications apply.
- Rania Combs
This article explains how Texas residents may avoid or reduce probate through beneficiary designations, joint ownership, Transfer on Death Deeds, funded trusts, and coordinated planning for out-of-state property.
- Rania Combs
The article explains how people diagnosed with Alzheimer’s or another condition that may cause incapacity can use Texas estate planning documents to protect their financial, medical, and end-of-life wishes while they still have decision-making capacity.
- Rania Combs
The article explains common senior financial scams and discusses using a Revocable Living Trust and a prepaid Visa card with spending controls to help protect older adults.
- Rania Combs
The article reviews the IRS’s July 18, 2024, final SECURE Act regulations, including changes affecting Roth IRAs, required minimum distributions, beneficiaries, spouses, trusts, and estate planning.
- Rania Combs
This Texas estate planning FAQ explains wills, essential planning documents, incapacity planning, estate taxes, inheritance taxes, living wills, probate, and the risks of DIY legal software.
- Rania Combs
This article explains Texas ABLE account eligibility, contributions, qualified disability expenses, ownership, taxation, benefit protections, and distribution after the beneficiary’s death.
- Rania Combs
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