Estate Planning Resources

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

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

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

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

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

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.

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

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

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

When someone receives an inheritance during marriage in Texas, one of the most common questions that follows is whether that inheritance, or anything bought with it, belongs to them alone or to both spouses. The

I got a call yesterday from a woman, who I’ll call Sue, whose mother suffered a stroke. Sue’s mom was only 67 years old. The stroke left her completely incapacitated, unable to talk, write or

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