Estate Planning Resources

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

Would You Like A Will With That Special Needs Trust?

Several parents have contacted me recently about setting up stand-alone special needs trust for their children. Unlike a supplemental needs trust that is created in a Will and funded at death, a stand-alone special needs

FAQs About The Rights of Same-Sex Couples After DOMA Ruling

Seattle estate planning attorney,Wendy S. Goffe, a wrote an excellent and informative guest post for Forbes answering some frequently asked questions regarding the rights of same-sex couples after the DOMA ruling. You can read: After

Are You Married To An Evil Stepparent?

I received a call from a woman whose father recently passed away. His death was not unexpected. He had cancer and knew he was going to die. She saw her father just a few months

Wacky Wednesday: Wills That Make You Go “Hmmm…” Solomon Sanborn

Solomon Sanborn of Medford, Massachusetts was a patriot, and was especially proud of the part Massachusetts took in the Revolutionary struggle. So when the hatmaker died in 1871, he left his body to science but

How to Talk With Your Parents About Their Financial Affairs

Many elderly parents are uncomfortable sharing their finances with their children. An article I read recently suggested several reasons they may be wary. Some parents worry that their kids will lose motivation to work if

Will The State Get All My Assets If I Die Without A Will?

The law gives you the freedom to decide how and to whom your assets are distributed when you die by making a Will. If you die without a Will, your assets will be distributed to

Can Your Spouse Handle Your Financial Affairs?

Often in marriages, one spouse ends up handling most of the couple’s financial affairs. The division of responsibilities doesn’t always fall along gender lines. Typically, the individual who is most organized and financially savvy takes

In Memory of Jake

My family experienced the full spectrum of emotions last week. We started the week celebrating my brother’s wedding, and ended it grieving the death of my father-in-law, Jake Combs, from a sudden and unexpected illness.

Three Dangerous Consequences of Putting Off Estate Planning

Any attorney can tell you it’s best to create your will while you’re healthy and in full command of all your resources. Unfortunately, though, some people just let time slip by. You need to know

Does an IRA Beneficiary Designation Override a Will?

I recently received a note from a woman whose mother had recently passed away. Her mother’s Will directed that her estate be divided equally among her three children. However, she had an IRA that listed

Search

Topics

Ready to get started?

Let's Create a Plan That Works for You

From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.

Request a Consultation