Estate Planning Resources

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

Celebrating Seven Years!

The past year was an eventful one for my firm. Below are some of the few highlights have helped start 2017 on a positive note. Today marks my firm’s seventh anniversary! My website got another “mini”

Wishing You Peace

As the year draws to a close, I have a lot for which to be thankful: My greatest joy is my family, and I am thankful for the opportunity to be a wife, mother, daughter,

What are the Mental Requirements for Making a Will?

A concerned daughter contacted me. Her mother’s Will was outdated, and needed to be updated. She has been wanting to make changes for years, but getting this done now seems more pressing. Her mother is

Will Your Surviving Spouse Disinherit Your Children

I have written before that if you are part of a blended family, making an outright distribution to your spouse may result in your children from your prior marriage being disinherited. Why? Because when you

Beware of Love Scams

Is your elderly parent or grandparent involved in a new relationship with someone significantly younger? If so, beware. Thanksgiving may be a good time for you to get to know your parent or grandparent’s new

Can I Name Someone Other Than My Spouse As Beneficiary Of My 401(k)?

A concerned relative contacted me. Her cousin had been married for eight years before her recent death. Her deceased cousin had a son from a prior marriage. Her cousin started a 401(k) plan three decades

Is it Possible to Avoid Probate in Texas without a Revocable Trust?

I have written before that Texas has one of the most simplified probate processes in the country. If a testator instructs in his will that there should be no action in the probate court in

Living Life to the Fullest!

As an estate planning attorney, I’ve had the great privilege of working with many individuals who are nearing the end of their lives. Although elderly and sometimes not in the best of health, they don’t

Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?

A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was in a rush, she explained that her mother

Can I Authorize a Relative to Make Medical Decisions for my Minor Child?

I recently received a note from concerned grandparents. Their daughter had died, and their son- in-law worked twelve hours a day, seven days a week, and was often away on business trips for weeks at

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