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Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
This article explains how a Miller Trust, or Qualified Income Trust, may help a Texas nursing home Medicaid applicant meet the income cap and outlines the trust’s requirements, trustee rules, and required distributions.
- Rania Combs
North Carolina trusts generally do not protect a settlor's own assets from creditors, but properly structured spendthrift and discretionary trusts can help protect a beneficiary's inheritance.
- Rania Combs
This article explains why revocable living trusts generally do not protect a person's own assets from creditors in Texas and how properly structured spendthrift trusts may protect an inheritance for beneficiaries.
- Rania Combs
This article explains when to review a North Carolina Will and how to update, revoke, replace, or partially revoke it through a codicil, later writing, or specified physical acts.
- Rania Combs
This article explains when to review a Texas Will and how to update, revoke, or replace it, including rules for codicils, handwritten changes, holographic Wills, and estate planning after divorce.
- Rania Combs
Explains when a handwritten Will can qualify as a Texas holographic Will, why printing or typed language creates risk, and how witness, notarization, oral-Will, and video-Will rules differ.
- Rania Combs
This article explains Texas Durable Power of Attorney requirements, including durability language, notarization, mental capacity, and when an agent’s authority begins.
- Rania Combs
This article explains Texas Medical Power of Attorney requirements, including execution methods, witness qualifications, signature rules, timing, and agent selection.
- Rania Combs
This article explains how beneficiary designations for retirement accounts, life insurance, and other assets work with a Will or trust and why they should be reviewed regularly.
- Rania Combs
This article explains why college students turning 18 may need a Durable Power of Attorney, Medical Power of Attorney, and HIPAA Authorization.
- Rania Combs
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