Estate Planning Resources

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

Is A Fill-In-The-Blank Will Valid in Texas?

The article explains why a Texas fill-in-the-blank Will may fail, how holographic Wills are treated, and who inherits when no valid Will exists.

Is Physician-Assisted Dying Legal in the United States?

This article explains where physician-assisted dying is authorized in the United States as of 2026, its safeguards, and how it differs from hospice and comfort care.

The Power of Beneficiary Deemed Owner Trusts for Retirement Assets

The article explains how Beneficiary Deemed Owner Trusts use IRC Section 678 to shift taxable income from irrevocable trusts to beneficiaries while preserving asset protection for retirement assets after the SECURE Act.

What Happens If You Die Without A Will in Texas?

Explains how Texas intestacy law distributes probate property when a person dies without a Will, including the effect of marriage, children, community property, separate property, and non-probate assets.

Choosing an Agent to Make Health Care Decisions

This article explains who may serve as a health care agent under a Texas medical power of attorney, who cannot serve, and what decisions the agent may make.

Does Texas Have an Inheritance Tax?

Texas has no state inheritance or estate tax, but federal estate tax or another state's inheritance tax may apply in some situations.

How Do I Figure Out the Value of My Estate for Estate Tax Purposes?

This article explains how to calculate a gross and net estate for federal estate tax purposes and notes the 2026 $15 million per-person exemption.

Is Your Estate In Order?

Organizing and regularly updating personal, financial, insurance, digital account, and estate records helps loved ones locate essential information during incapacity or after death.

Protecting Your Children’s Inheritance with a Trust

The article explains how a trust created in a Will can protect children's inheritance, avoid guardianship of the estate, guide distributions, and delay full control.

Estate Planning for Intangible Treasures

An ethical will is a nonbinding letter, recording, video, or audio message used to pass family values, life lessons, stories, traditions, and love to future generations.

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