Estate Planning Resources

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

Can Individuals Create Special Needs Trusts for Their Own Benefit?

A Special Needs Trust (SNT), also known as a Supplemental Needs Trust, is a trust that holds funds in a way that preserves the eligibility of an individual for public benefits, such as Medicaid and

What is a Lady Bird Deed?

A “Lady Bird Deed” is another name for an enhanced life estate deed. It allows a property owner to transfer property at death without the necessity of probate. People call it a “Lady Bird Deed”

Can I Disinherit My Spouse In Texas?

Texas is a community property state. The law presumes that all property a couple acquires during the marriage belongs equally to both spouses, unless it was received by gift, inheritance, or descent. If you have

Estate Planning for Same-Sex Couples

Same-sex marriage has been legal nationwide since 2015, when the Supreme Court decided Obergefell v. Hodges. And in 2022, Congress added another layer of protection by passing the Respect for Marriage Act, which repealed the

What is a Living Will?

A Living Will, also known as a Texas Dreictive to Physicials and Family or Surrogates , is a document that allows you to express your wishes about when life-sustaining treatment should be administered or withheld

What Are the Requirements of a Valid Will in North Carolina?

North Carolina has specific legal requirements that must be met for a Will to be valid. A Will is valid when the person signing is at least 18 and of sound mind, intends the document

Lady Bird Deed vs. Texas Transfer on Death Deed: Key Differences, Benefits, and Which Is Best for You

Both Lady Bird Deeds and Texas Transfer on Death Deeds (TODDs) are essentially beneficiary designations for your real estate. Both Lady Bird Deeds and Texas Transfer on Death Deeds (TODDs) allow property owners to transfer

How Texas Law Protects Privacy in Probate

One factor that often motivates people to choose a revocable trust over a Will is privacy. Assets held in a trust pass to beneficiaries without going through probate, which means there’s no public filing of

Beyond Taxes: 10 Reasons Why Americans Without Taxable Estates Need an Estate Plan

For most Americans, federal estate taxes will never be a concern. Under current law, the federal estate tax exemption is $15 million per person in 2026. For married couples, that means up to $30 million

Why Should I Sign a Living Will?

The document that is often most difficult for my clients to sign is what many people call a living will. It’s known by different names in different states. For example, in Texas, it’s called a

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