Estate Planning Resources

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

Ding Dong, The Witch Is Dead!

The article contrasts a loving obituary for Mary A. “Pink” Mullaney with a harsh obituary describing Marianne Theresa Johnson-Reddick as cruel and violent.

What is a Muniment of Title?

A muniment of title can provide an efficient alternative to full estate administration when a valid Will exists, qualifying debts are absent, and formal administration is unnecessary.

Can A Spouse Access Health Care Information Without A HIPAA Authorization?

The article explains that a spouse generally needs a signed HIPAA authorization to discuss a patient’s medical information, including billing issues, with health care providers or insurance companies.

If You Don’t Have a Will, Texas Makes One For You

The article explains how dying without a Will in Texas can cause property to pass under a statutory formula rather than according to the deceased person's wishes.

How Many Witnesses Need to Sign A Will In Texas?

The article explains that Texas holographic Wills do not require witnesses, while attested Wills must be witnessed by at least two credible witnesses over age 14.

What is the Difference Between Medical and Durable Power of Attorney?

This article explains that a durable power of attorney covers specified business, financial, and legal transactions during incapacity, while a medical power of attorney authorizes health care decisions.

Will My Wife Inherit All My Separate Property If I Die Without A Will?

In Texas, a surviving spouse may not inherit all of a deceased spouse’s separate property when the deceased dies without a Will because intestacy statutes determine distribution based on the property’s characterization and surviving relatives.

Would You Like A Will With That Special Needs Trust?

A stand-alone special needs trust can accept gifts for a child while preserving eligibility for means-tested benefits, but a Will is still needed to direct the parent’s assets to the trust at death.

FAQs About The Rights of Same-Sex Couples After DOMA Ruling

This article directs readers to Wendy S. Goffe’s Forbes guest post answering frequently asked questions about the rights of same-sex couples after the DOMA ruling.

Are You Married To An Evil Stepparent?

The article explains how conflict with a stepparent can affect a blended family’s inheritance and emphasizes using a properly drafted Will, a neutral executor, and secure Will storage.

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