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 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

NB: The following post reflects old law. Effective September 1, 2017, the Estates Code requires financial institutions to accept powers of attorney unless one or more enumerated grounds for refusal exist. See Texas Estates Code

I received a note recently from someone asking if it was possible for her to fight the intestacy laws. She and her husband had been married for 31 years and he had died without a

A lot of people mistakenly assume that all jointly-held property automatically passes to a surviving spouse when one spouse dies. That is not necessarily the case. Jointly-held property can be held as tenants in common

I always schedule a document review conference with my clients before they sign their Wills. It gives my clients the opportunity to ask questions they may have about various provisions in their documents to that

When someone receives a gift, the recipient of the gift is not responsible for reporting the value of any gifts as income. Rather, it is the gift-giver, or donor of the property, who is required

Humans are optimistic. We don’t dwell on the fact that death is inevitable, and that bleeds into our personal outlook for the future. It’s why we plan for vacations, drive in cars, fly in planes,

A testamentary trust is a dormant trust created in a Will.  It lies dormant until the death of the person creating it springs it to life.  Unlike a trust that you create and fund during

My family is going on vacation the end of June. It’s a trip we’ve been planning for more than six months, and we’re looking forward to all the adventures that lie ahead. But something has

Section 251.051 of the Texas Estates Code sets forth the requirements of a valid Will in Texas. It provides that a last will and testament: must be in writing; signed by the testator in person

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