Estate Planning Resources

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

Can I Make a Testamentary Gift to Someone Who Witnesses My Will?

Texas law may place a testamentary gift to a Will witness at risk, but several exceptions can preserve the gift.

What Are The Odds That You Will Die an Untimely Death?

The article reviews 2007 U.S. death statistics for people ages 25 to 64 and explains why families should prepare for unexpected loss with basic estate planning documents.

Does Marriage Revoke a Valid Preexisting Will?

The article explains that Texas has no pretermitted spouse statute, so marriage does not revoke a valid preexisting Will, although a new Will may be needed to provide for a spouse as intended.

Selecting a Guardian in the “Modern Family”

Using a Modern Family storyline, the article explains why parents should choose a guardian despite imperfections, avoid procrastination, and periodically reevaluate their decision.

How Long Do I Have to Contest a Will in Texas?

Texas generally allows two years to contest a Will after it is admitted to probate, with exceptions for discovered forgery or fraud and legal incapacity.

Does the Absence of a Self-Proving Affidavit Invalidate a Will?

A Texas Will remains valid without a self-proving affidavit if it otherwise meets the requirements for an attested or holographic Will.

Can a Settlor Revoke or Modify a Trust?

The article explains when a Settlor may revoke or modify a trust under Texas law based on whether the trust is revocable or irrevocable.

Is It Possible To Name Guardians for My Children Without a Will?

Texas law allows a parent to name a guardian for a child in a separate handwritten or properly witnessed declaration instead of a Will.

Don’t Let Plans for More Children Keep You From Protecting the Ones You Have

Parents who plan to have more children should still create a Will now to protect their current children and address future children.

Estate Planning Can Help Parents Prevent Family Feuds

The article explains how a Will and a memorandum detailing personal effects can help parents reduce sibling conflicts over sentimental belongings after death.

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