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 a Non-Resident Serve as Executor of My Estate?

Ideally, we would all live near our loved ones. However, the reality of our global economy is that family members often live in another part of the country. As a result, the people you’d trust

Can An Agent Use Principal’s Money to Purchase Real Estate for Herself?

Last week, I received a note from someone who was serving as her 97 year old mother’s attorney in fact. She wanted to cash out some of her mother’s stock and use the proceeds to

Out With The Old, In With The New

This month marks my firm’s fourth anniversary, and big changes are happening in the way I serve my clients. In December, I started the process of migrating all my client files to the MyCase case

Ending the Year on a High Note

As the year quickly draws to an end, I received some unexpected surprises. A few weeks ago, I was quoted in a Texas Lawyer article titled: Unbundling of Legal Services: Is Limited-Scope Representation the Future

How Do I Settle the Estate of a Person Who Dies Without a Will in Texas?

There are several methods of settling an estate of someone who dies without a valid will in Texas: Small Estate Affidavit A small estate affidavit can be used when the value of a decedent’s estate

Home for the Holidays: Are Mom and Dad Okay?

The holidays are traditionally a time for families to gather together from far and wide. For some who do not live near aging parents and who see them only during holidays and special occasions, it

How Do I Manage Someone Else’s Money?

If you are serving as a financial caregiver, you likely have a lot of questions about your responsibilities. The Consumer Financial Protection Bureau recently released some booklets that may help answer them. Whether you’re an

Estate Planning Gone Wrong

If you’re like me, you’ve probably received at least half a dozen emails like the one illustrated in the cartoon below: Naturally, it’s a scam by crooks promising riches in order to acquire your sensitive

Ding Dong, The Witch Is Dead!

Obituaries are typically an opportunity honor family members who have passed away with details about their lives, accomplishments and the people whose lives they impacted. I read a beautiful obituary recently about a Mary A.

What is a Muniment of Title?

Full administration of an estate is not always necessary. If an estate has no unpaid debts, except those secured by real property, and administration is not otherwise necessary, probating a will as a muniment of

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