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 Parent Appoint A Guardian For An Incapacitated Adult Child ?

Texas parents who are guardians of an incapacitated adult child may appoint a successor guardian by Will or declaration to serve after their death or incapacity.

Does the Absence of a Self-Proving Affidavit Invalidate a Will?

A Texas Will remains valid without a self-proving affidavit if it otherwise meets the requirements for an attested or holographic Will.

Can a Settlor Revoke or Modify a Trust?

The article explains when a Settlor may revoke or modify a trust under Texas law based on whether the trust is revocable or irrevocable.

What are the Inheritance Rights of Adopted Children?

The article explains that in Texas, adopted children and their descendants have the same inheritance rights as biological children when a parent dies without a Will, while adoptive parents may also inherit through an adopted

A Temporary Fix: The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

This historical article explains how the 2010 Tax Relief Act temporarily changed federal estate, gift, and generation-skipping transfer tax rules.

The Greatest Gift

A Christmas reflection explains how caregiving, devotion, and companionship can express love more deeply than expensive gifts.

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.

Deal or No Deal: The Estate Tax Debate Continues

This historical 2010 article examines a proposed estate tax agreement setting a $5 million exemption and 35 percent tax rate amid debate in Congress.

The Return of the Estate Tax

This historical article discusses the 2010 debate over the estate tax’s scheduled return and claims that tax law could influence end-of-life decisions.

For 98 Percent of Americans, Return of the Estate Tax is Nothing to Fear

This historical 2010 article explains why the potential return of the federal estate tax was expected to affect fewer than 2 percent of Americans and discusses exemption amounts and estate planning strategies.

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