Estate Planning Resources

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

It’s a Done Deal!

This 2010 article reports that the House approved an agreement temporarily extending Bush-era tax cuts and setting a $5 million estate tax exemption with a 35 percent rate.

Is It Possible To Name Guardians for My Children Without a Will?

Texas law allows a parent to name a guardian for a child in a separate handwritten or properly witnessed declaration instead of a Will.

The Ties That Bind

The article reflects on how family traditions, history, and recipes can preserve connections across generations and be more meaningful than material wealth.

What Supplemental Expenses Can Special Needs Trusts Pay For?

The article lists supplemental expenses that a Special Needs Trust may pay for a beneficiary, including health care, travel, entertainment, education, and companionship.

Will My Stepchild Inherit Any Portion of My Estate If I Die Without a Will?

In Texas, a stepchild generally will not inherit under intestacy laws unless legally adopted, but a valid Will can provide for the stepchild.

Don’t Let Plans for More Children Keep You From Protecting the Ones You Have

Parents who plan to have more children should still create a Will now to protect their current children and address future children.

How Much Court Involvement Is There In The Probate Process?

The article explains that Texas probate court involvement depends on whether an estate uses independent or dependent administration.

The Law Practice Revolution

This post highlights the author’s mention in David Hill’s article about how technology is shaping the practice of law.

Estate Planning Can Help Parents Prevent Family Feuds

The article explains how a Will and a memorandum detailing personal effects can help parents reduce sibling conflicts over sentimental belongings after death.

Estate Planning for Special Needs Children

The article explains how a Third Party Supplemental Needs Trust can help families provide for a special needs child without disqualifying the child from SSI and Medicaid.

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