Estate Planning Resources

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

Do Trusts Protect Assets From Creditors in North Carolina?

North Carolina trusts generally do not protect a settlor's own assets from creditors, but properly structured spendthrift and discretionary trusts can help protect a beneficiary's inheritance.

Do Trusts Protect Assets From Creditors in Texas?

This article explains why revocable living trusts generally do not protect a person's own assets from creditors in Texas and how properly structured spendthrift trusts may protect an inheritance for beneficiaries.

Updating, Revoking, or Replacing a Will in North Carolina

This article explains when to review a North Carolina Will and how to update, revoke, replace, or partially revoke it through a codicil, later writing, or specified physical acts.

Updating, Revoking, or Replacing a Will in Texas

This article explains when to review a Texas Will and how to update, revoke, or replace it, including rules for codicils, handwritten changes, holographic Wills, and estate planning after divorce.

Holographic Wills in Texas: Handwritten, Oral & Video Wills

Explains when a handwritten Will can qualify as a Texas holographic Will, why printing or typed language creates risk, and how witness, notarization, oral-Will, and video-Will rules differ.

Texas Durable Power of Attorney: Validity, Bank Acceptance, and Revocation

This article explains Texas Durable Power of Attorney requirements, including durability language, notarization, mental capacity, and when an agent’s authority begins.

Texas Medical Power of Attorney: Requirements, Agent Authority, and Revocation

This article explains Texas Medical Power of Attorney requirements, including execution methods, witness qualifications, signature rules, timing, and agent selection.

Beneficiary Designations: How to Coordinate Them With Your Estate Plan

This article explains how beneficiary designations for retirement accounts, life insurance, and other assets work with a Will or trust and why they should be reviewed regularly.

Estate Planning for College Students: 3 Documents Every Young Adult Needs

This article explains why college students turning 18 may need a Durable Power of Attorney, Medical Power of Attorney, and HIPAA Authorization.

How to Revoke or Change a Texas Transfer on Death Deed

This article explains how Texas property owners can revoke or change a Transfer on Death Deed, including rules involving recording, Wills, beneficiary changes, divorce, incapacity, and powers of attorney.

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