Estate Planning Resources

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

The Complexities of Intestacy in Texas

Many people may assume that if they are married and die without a Will in Texas, their surviving spouse will inherit their entire estate. You might be surprised to learn that this is not always

The Texas Transfer on Death Deed

Texas is one of a growing number of states that allow owners of real estate to transfer property to their beneficiaries outside the probate process by creating a Texas Transfer on Death Deed. The deed

North Carolina Intestacy FAQs

When a person dies without a valid will, their estate is distributed according to North Carolina intestacy laws. Below are answers to frequently asked questions (FAQs) about intestate succession in North Carolina. What Is Intestacy

What are the Responsibilities of an Independent Executor in Texas?

Serving as an executor is an important responsibility. You are legally required to protect estate assets, follow the terms of the will, pay debts and taxes, and distribute property fairly. Understanding the process early can

Will or Revocable Living Trust – Which is Best for Me?

One of the first decisions you’ll make when creating an estate plan is whether to rely on a Will or to use a Revocable Living Trust. There’s no correct answer. The right choice for you

Does Portability Make Bypass Trusts Obsolete?

Before this year, bypass trusts were necessary to preserve a deceased spouse’s federal estate tax exemption. This is no longer the case. Under the new estate tax rules, a deceased spouse’s estate tax exemption is

Ten Estate Planning Tips for Parents of Children with Special Needs

Planning for the future is never simple. When you are raising a child with special needs, it carries an extra layer of care, responsibility, and emotion. Many parents worry about what will happen if they

Why Is Planning for End-of-Life Care Important?

Many people delay end-of-life planning because day-to-day life takes over, the conversation feels difficult, and there’s no immediate sense of urgency. But planning ahead, before a crisis, is one of the most practical and compassionate

The Risks of DIY Estate Planning

Many people turn to do-it-yourself estate planning software because it feels quick, affordable, and manageable. And for very simple situations, those tools can seem to do the job. The trouble is that estate planning rarely

Planning Your Estate? Don’t Be Penny Wise And Pound Foolish

Comparison Shopping: For Yogurt? Good. For Estate Planning? Not So Much. One of my favorite stores is Costco. I try to purchase as much as possible there because it saves money on all sorts of

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