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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.
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 article explains Texas ABLE account eligibility, contributions, qualified disability expenses, ownership, taxation, benefit protections, and distribution after the beneficiary’s death.
- Rania Combs
This article explains how Texas living Wills work, including who can sign one, when it takes effect, how to revoke it, and how it differs from a medical power of attorney and DNR order.
- Rania Combs
This article provides a pre-vacation checklist for reviewing estate planning documents, guardianship choices, beneficiary designations, insurance coverage, and family communications.
- Rania Combs
This article explains how a Miller Trust, or Qualified Income Trust, may help a Texas nursing home Medicaid applicant meet the income cap and outlines the trust’s requirements, trustee rules, and required distributions.
- Rania Combs
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