Estate Planning Resources

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

Selecting An Agent For Your Power Of Attorney

The article explains how to choose a trustworthy, competent, organized, available agent for a durable power of attorney in Texas.

Should I Deed My Home To My Kids Before I Die?

The article explains why deeding a home to children before death can create risks involving control, taxes, Medicaid eligibility, creditors, and unexpected heirs, and discusses wills, trusts, and Ladybird Deeds as alternatives.

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.

The Price of Not Having a Simple Will

A financial columnist’s family experience shows how dying without a Will can cause costly probate complications, family conflict, and unintended inheritance results.

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