Estate Planning Resources

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

Estate Tax Certainty…For Now

NB: For information on the state of the estate tax in light of the Tax Cut and Jobs Act, click here. For more than a decade, the estate tax was in a state of flux.

Can I Force My Stepmother To Show Me My Deceased Dad’s Will?

Imagine your father, who is no longer married to your mother, dies leaving a Will. He told you that you were a beneficiary of his estate, but when you ask your step-mother to see the

Celebrating Three Years!

Several years ago, when I was contemplating starting a Web-based law firm, people with whom I shared my plans usually responded with skepticism. Very few people had heard of a virtual law office, and the

Merry Christmas!

As the year draws to a close, I wanted to take this opportunity to say Merry Christmas and Happy New Year! Warmest wishes for joy, peace and prosperity this season and in 2013! All my

Heartbroken

My seven year old sneaked into my bed last night. Under normal circumstances, I would have waited until he was asleep and taken him back to his room. But instead, I pulled him close and

How To Talk To Your Family About Estate Planning

Even in very close families, discussions about estate planning are uncomfortable. It’s difficult to know the right time to bring up the subject, or even what to say. Children of elderly parents often worry that

Will a Uniform Transfers to Minors Account Negatively Impact My Child With Special Needs?

Uniform Transfers to Minors Accouts (UTMA) accounts are an easy and inexpensive way for parents, grandparents and other well meaning individuals to make irrevocable gifts to minors without the expense of creating a formal trust.

Do I Need A Will If I Have A Power of Attorney?

A durable power of attorney allows you to choose a person you trust to handle your financial affairs if you become incapacitated and can’t handle them yourself. If you don’t have a durable power of

The First Step is the Hardest Part

Last Monday, I took the whole day off work. I turned off my computer after making just a couple of phone calls that couldn’t wait, and didn’t respond to any emails or work on any

Is It Possible To Probate A Lost Will?

Probate is the legal process of proving the validity of a will. It is also commonly understood to refer to the legal process in which the estate of a decedent is administered. The probate process

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