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Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
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.
- Rania Combs
The article explains that Texas property transferred by a transfer on death deed at the donor’s death should receive a step-up in basis while bypassing probate.
- Rania Combs
After signing estate planning documents, store the originals securely, tell key people where they are, fund any revocable trust, review beneficiary designations, and revisit the plan periodically.
- Rania Combs
When someone dies without a will in Texas, the family is left with loose ends: a house still in the deceased person’s name, a bank account that is frozen, and title companies and banks asking
- Rania Combs
This article explains who may apply to probate a Will in Texas, who has priority to serve as Executor or Administrator, and which qualifications and disqualifications apply.
- Rania Combs
This article explains how Texas residents may avoid or reduce probate through beneficiary designations, joint ownership, Transfer on Death Deeds, funded trusts, and coordinated planning for out-of-state property.
- Rania Combs
The article explains how people diagnosed with Alzheimer’s or another condition that may cause incapacity can use Texas estate planning documents to protect their financial, medical, and end-of-life wishes while they still have decision-making capacity.
- Rania Combs
The article explains common senior financial scams and discusses using a Revocable Living Trust and a prepaid Visa card with spending controls to help protect older adults.
- Rania Combs
The article reviews the IRS’s July 18, 2024, final SECURE Act regulations, including changes affecting Roth IRAs, required minimum distributions, beneficiaries, spouses, trusts, and estate planning.
- Rania Combs
Answers parents' questions about using a special needs trust to supplement a child's care while preserving eligibility for SSI and Medicaid, including trustee, funding, and trust-type decisions.
- Rania Combs
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