Estate Planning Resources

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

I Have a Revocable Trust – Why Do I Need a Will Too?

A properly funded revocable trust may manage and distribute trust assets at death, but a pour-over Will provides a safety net for property left outside the trust.

Is A Will Valid If It Is Not Dated?

An undated Will can be valid in Texas if it satisfies the applicable capacity, intent, signing, and witnessing requirements.

What Is A Contingent Trust?

A contingent trust is created only if specified conditions exist when the testator dies, such as children being under a certain age or an heir being incapacitated.

People Ineligible To Be Appointed As Guardian

This article explains which people Texas law identifies as ineligible or potentially unsuitable to be appointed guardian of a child.

What Happens If A Beneficiary Of A Will Dies First?

The article explains how Texas law distributes a Will beneficiary’s share when that beneficiary dies before the testator, including rules for descendants, residuary beneficiaries, and contingent gifts.

When Should I Use a Revocable Trust?

This article explains how revocable trusts may help Texas residents with out-of-state property, potential incapacity, or concerns about a Will contest.

When Equal Is Not Equitable: How To Give One Child Less

The article explains ways parents can leave children unequal inheritances while communicating their reasons and reducing the risk of resentment or a legal challenge.

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.

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