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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.
The article explains how DIY estate planning can overlook family dynamics, asset transfers, trust coordination, legal formalities, and future incapacity, creating conflict, probate delays, and costly corrections.
- Rania Combs
This Texas estate planning FAQ explains wills, essential planning documents, incapacity planning, estate taxes, inheritance taxes, living wills, probate, and the risks of DIY legal software.
- Rania Combs
Explains how Texas intestacy law distributes probate property when a person dies without a Will, including the effect of marriage, children, community property, separate property, and non-probate assets.
- Rania Combs
Explains the legal requirements for a valid Texas Will, including legal and testamentary capacity, intent, writing, signatures, witnesses, holographic Wills, notarization, and self-proving affidavits.
- Rania Combs
This article explains Texas ABLE account eligibility, contributions, qualified disability expenses, ownership, taxation, benefit protections, and distribution after the beneficiary’s death.
- Rania Combs
This article explains how Texas living Wills work, including who can sign one, when it takes effect, how to revoke it, and how it differs from a medical power of attorney and DNR order.
- Rania Combs
This article provides a pre-vacation checklist for reviewing estate planning documents, guardianship choices, beneficiary designations, insurance coverage, and family communications.
- Rania Combs
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
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