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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.
The article explains how Texas intestacy laws can transfer a deceased spouse’s community-property interest in a home to children from a previous marriage instead of the surviving spouse when there is no Will.
- Rania Combs
This historical article examines the 2010 federal estate tax law, its $5 million exemption and portability provision, and possible changes after the law’s scheduled expiration.
- Rania Combs
The article explains why naming a child’s guardian as a life insurance or retirement account beneficiary can put assets at risk and why a trust may provide better protection.
- Rania Combs
The article explains how federal and private student loans may be treated differently when a borrower dies or becomes totally and permanently disabled.
- Rania Combs
Texas law allows heirs, devisees, spouses, creditors, and others with a qualifying financial interest in an estate to contest a Will.
- Rania Combs
In Texas, an unmarried person who dies without a Will passes the estate to descendants, parents, siblings, or their descendants according to which relatives survive.
- Rania Combs
This article explains that an unsigned Will is not valid in Texas and outlines the signing and witness requirements for an attested Will.
- Rania Combs
The article recommends Stephanie Kimbro’s ABA book on unbundling and delivering legal services online, including ethics, fee arrangements, technology, marketing, and practical resources.
- Rania Combs
The article explains how to choose a trustworthy, competent, organized, available agent for a durable power of attorney in Texas.
- Rania Combs
The article explains why incapacity planning matters and describes how a Texas Medical Power of Attorney, Durable Power of Attorney, and Directive to Physicians address medical and financial decisions.
- Rania Combs
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