Estate Planning Resources

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

Who Is The Beneficiary Of Your Insurance Policy?

I got a heartbreaking call from young woman recently that highlights the importance of updating ones’ insurance beneficiary designations after major life events. She and her husband had gotten married about two years ago, and

Does a Revocable Living Trust Protect Assets From Creditors?

Many people mistakenly believe that putting their assets into a revocable trust will shelter those assets from creditors. This is not the case. A revocable living trust is a trust that you create during your

Planning for Your Incapacity

Many people believe that having a Last Will and Testament is all the estate planning they need. But as advancements in medicine extend our lives, developing a mental impairment, such as dementia and Alzheimer’s, becomes

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Gene Roddenberry

NB: This post is part of a series highlighting wills that contain some interesting, and sometimes bizarre, bequests and stipulations. You can see all these posts here. If you are a Star Trek fan like

How Will You Be Remembered: Lessons From “The Descendants”

Spoiler Alert! I think much of the storylines I discuss below can be gleaned from several of the movie’s previews which you can see here and here. However, if you have never seen the movie

Should I Deed My Home To My Kids Before I Die?

Not too long ago someone called me wondering if he really needed a will. He explained that his mother had transferred her home to him many years before she died. When she died, probate wasn’t

New and Improved!

I am delighted to announce that the upgrade of the user interface for my virtual law office was completed last night. As of this morning, I will be working exclusively on the new Total Attorneys

True Love Plans: Valentine Recommendations For My Clients

The part of my job that I enjoy most is the conferences I have with my clients. I love hearing about their loved ones, and their hopes and dreams for them. I always come away

I Have a Revocable Trust – Why Do I Need a Will Too?

If you have a properly funded revocable trust, you may not need a will. At the time of your death, your property will be managed and distributed according the terms of the trust you established.

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Sandra West

NB: This post is part of a series highlighting wills that contain some interesting, and sometimes bizarre, bequests and stipulations. You can see all these posts here. It has been said that Americans have love

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.