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 Texas transfer on death deed is a document that allows homeowners to transfer property to their heirs outside of probate. Most couples who own property jointly in Texas own the property as tenants in

Imagine visiting the doctor for what you thought was a minor illness, and being told instead that you had a rare disease that would take your life within two months. How would you want to

The Texas Transfer on Death Deed, allows homeowners to name a beneficiary who will inherit their property after they die. It works like a beneficiary designation on a bank account or an insurance policy. If

I have written about a deadbeat dad who claimed part of his deceased son’s estate, even though he had not been part of his son’s life for more than thirty years. The potential of inheriting

If you live in Texas and are thinking about creating an estate plan, you likely have a lot of questions. Below are answers to the most frequently asked questions propective clients ask when thinking about

I was recently reminded that incapacity is something that can happen at any age. Someone I know was diagnosed with early onset of Alzheimer’s disease at just 47 years of age. A new client has also been

Conflicts often arise in blended families when one spouse dies. This is especially true if the deceased spouse’s children and their stepparent do not have a close relationship. Problems are compounded when the deceased spouse

I recently received a phone call from someone whose wife was not a US Citizen. The caller wondered whether his wife could nevertheless serve as an executor of his Will. There is no statutory restriction

A married man died recently. He had a Will which had been prepared shortly after he and his second wife got married. When their Wills were prepared, the man and his wife were in love

Although it’s unpleasant to consider, there is a possibility that those whom you’d like to benefit in your Will may not survive you. For example, you may wish to give all your worldly possessions to

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