Estate Planning Resources

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

What Types of Wills are Recognized In Texas?

Texas recognizes attested and holographic written Wills, while oral Wills are generally not recognized unless made before September 1, 2007, under limited circumstances.

The Importance of Estate Planning in Non-Traditional Families

The article explains why unmarried and other non-traditional families need Wills and regularly updated beneficiary designations to protect partners and children.

What To Do When Someone Dies In Texas

This article points readers to the Texas Probate Passport, a plain-English guide covering estate planning, probate, intestacy, timelines, and alternatives after someone dies in Texas.

Will My End-of-Life Wishes Be Honored if I am Pregnant?

This article recounts the Marlise Munoz case, in which a Texas hospital continued ventilator support after she was declared brain dead because she was pregnant, until a judge ordered the respirators disconnected.

Can An Agent Use Principal’s Money to Purchase Real Estate for Herself?

This article explains why an attorney-in-fact cannot use her mother's money to buy real estate for herself or place herself on the property's title.

Out With The Old, In With The New

The firm marks its fourth anniversary by migrating client files to MyCase, a secure platform for appointments, messaging, documents, invoices, and legal bill payments.

Ending the Year on a High Note

A Texas solo lawyer reflects on being quoted about limited-scope representation and named to Houstonia Magazine’s 2013 Top Lawyers list.

Home for the Holidays: Are Mom and Dad Okay?

This article explains how holiday visits can help families assess aging parents’ physical health, cognitive function, and ability to manage finances.

How Do I Manage Someone Else’s Money?

The Consumer Financial Protection Bureau’s “Managing Someone Else’s Money” booklets explain the responsibilities of financial caregivers and offer tips for protecting elderly loved ones from financial exploitation.

Estate Planning Gone Wrong

The article uses a cartoon about an email promising riches to raise the question of whether it is a scam or the result of estate planning gone wrong.

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