Estate Planning Resources

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

Prepare for the Return of the Estate Tax

This 2010 article discusses the scheduled 2011 return of the estate tax and summarizes strategies involving life insurance, trusts, gifts, education expenses, medical expenses, and Roth IRAs.

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.

Senate Republicans and Democrats Unable to Reach Agreement on Estate Tax

This historical January 2010 article reports that Senate Republicans and Democrats broke down in negotiations over the estate tax exemption amount and rates.

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.

Is There Hope for New Estate Tax Legislation in 2010?

This historical article examines the uncertainty surrounding federal estate tax legislation in 2010, including proposed exemption levels, tax rates, and possible retroactive application.

Repeal of Estate Tax Causes Problems with Bypass Trusts

This historical 2010 article explains how the temporary repeal of the estate tax could cause bypass-trust provisions to place an entire estate in trust and potentially disinherit a surviving spouse.

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.

House May Consider Estate Tax in April

A January 2010 article reports that the House Ways and Means Committee planned to consider retroactively restoring the prior year's estate tax in April.

Do I Need to File My Will?

Texas allows a Will to be deposited with the court clerk for $5, but doing so is optional and does not affect its treatment in probate.

Why Do I Need a HIPAA Authorization?

A HIPAA authorization allows a named individual to access protected medical information, including before a medical power of attorney becomes effective.

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