Estate Planning Resources

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

Five Reasons Why Parents of Young Children Need Estate Planning

If you are a parent of young children, getting your estate plans in order can help you ensure that your minor children will be protected in the event the unthinkable happens. Estate planning is critically

If I Write My Own Will, Do I Need A Lawyer To File It For Me At The Courts?

The title of this post came from a question I received last week. It’s one of many questions I receive each week that show significant confusion about the state’s laws regarding Wills. It also illustrates

Who Can File An Application for Probate?

If an executor is named in a Will, then that person is generally the most logical person to file an application to probate the Will. The Texas Estates Code also provides that the applicant may be

Can a Relative Notarize My Estate Planning Documents?

According to the Texas Secretary of State, there is no rule that specifically prohibits a notary from notarizing documents for a relative; however, notaries should refrain from notarizing any documents if they are a party

Estate Planning For College Students

Eighteen years ago, as I strolled through Babies”R”Us with my newborn baby propped on my shoulder, a middle-aged woman walked up to me and said: “Enjoy every minute. It doesn’t last long.” She was right!

Did the Tax Cuts and Jobs Act Preserve the Step-Up in Basis?

Under our country’s tax laws, it is the person making a gift (the donor) who is responsible for any gift tax that is due. The gift’s recipient (the donee) is not required to pay any

The State of the Estate Tax After Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act was signed into law on December 22, 2017. It represents the most significant tax overhaul in decades. Although efforts by the House of Representatives to completely repeal the federal

The Risks of Living in Denial of Early Alzheimer’s Symptoms

Last week, I discussed the ten warning signs of Alzheimer’s disease and the fact that because symptoms progress slowly, many family members live in denial until an event happens that is so uncharacteristic or bizarre

What Are the Warning Signs of Alzheimer’s Disease?

The symptoms of Alzheimer’s and dementia can develop slowly over a number of years, which sometimes makes it easy to mistake them for normal, age-related cognitive decline instead of the result of a more serious

A Season of Peace

Texas is the home of a diverse population, so in addition to working with clients whose families have lived in Texas for generations, I’ve also had the privilege of working with families from all over

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