Estate Planning Resources

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

Is There A Difference Between A Beneficiary And An Heir?

This article explains that beneficiaries receive property through a Will or Trust, while heirs inherit under state intestacy laws when someone dies without a Will or Trust.

If You Are A Part of A Blended Family, You Need A Will

The article explains how Texas intestacy laws can divide community and separate property among a surviving spouse and children from prior and current relationships when someone in a blended family dies without a Will.

Who Can Witness My Will in Texas?

Texas requires a non-holographic Will to be signed by at least two credible witnesses who are over age 14, and witnesses should generally be disinterested.

Storing Your Health Care Directives: There’s an App for That!

This article reviews the ABA’s My Health Care Wishes smartphone app for storing and sharing health care directives and notes that the app was discontinued in September 2016.

What Types of Wills are Recognized In Texas?

Texas recognizes attested and holographic written Wills, while oral Wills are generally not recognized unless made before September 1, 2007, under limited circumstances.

The Importance of Estate Planning in Non-Traditional Families

The article explains why unmarried and other non-traditional families need Wills and regularly updated beneficiary designations to protect partners and children.

Can An Agent Use Principal’s Money to Purchase Real Estate for Herself?

This article explains why an attorney-in-fact cannot use her mother's money to buy real estate for herself or place herself on the property's title.

Ending the Year on a High Note

A Texas solo lawyer reflects on being quoted about limited-scope representation and named to Houstonia Magazine’s 2013 Top Lawyers list.

How Do I Manage Someone Else’s Money?

The Consumer Financial Protection Bureau’s “Managing Someone Else’s Money” booklets explain the responsibilities of financial caregivers and offer tips for protecting elderly loved ones from financial exploitation.

Ding Dong, The Witch Is Dead!

The article contrasts a loving obituary for Mary A. “Pink” Mullaney with a harsh obituary describing Marianne Theresa Johnson-Reddick as cruel and violent.

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