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Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
The article explains that, in some Texas cases, heirs may transfer a deceased person's vehicle title without probate by using an Affidavit of Heirship for a Motor Vehicle.
- Rania Combs
The article explains how a UTMA account can jeopardize a child’s means-tested benefits when the account terminates and discusses alternatives such as supplemental needs trusts.
- Rania Combs
A durable power of attorney manages financial affairs during incapacity, but a Will or Texas intestacy statutes govern the estate after death.
- Rania Combs
In Texas, real estate purchased with an inheritance during marriage may remain separate property if the inherited funds are kept traceable and separate from community assets.
- Rania Combs
A durable power of attorney generally does not need to be filed to be effective, except when an agent will conduct a real estate transaction for the principal.
- Rania Combs
The article explains how Texas intestacy laws can transfer a deceased spouse’s community-property interest in a home to children from a previous marriage instead of the surviving spouse when there is no Will.
- Rania Combs
The article explains why naming a child’s guardian as a life insurance or retirement account beneficiary can put assets at risk and why a trust may provide better protection.
- Rania Combs
Texas law allows heirs, devisees, spouses, creditors, and others with a qualifying financial interest in an estate to contest a Will.
- Rania Combs
In Texas, an unmarried person who dies without a Will passes the estate to descendants, parents, siblings, or their descendants according to which relatives survive.
- Rania Combs
This article explains that an unsigned Will is not valid in Texas and outlines the signing and witness requirements for an attested Will.
- Rania Combs
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