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 Can Contest a Will In Texas?

According to Section 55.001 of the Texas Estates Code, any person interested in an estate can contest a will. The Estates Code defines an “interested” person as: Heirs, devisees, spouses, creditors, or any others having

Who Inherits When Unmarried Sibling Dies Without a Will in Texas

When an unmarried sibling dies without a will in Texas, the distribution of his estate will depend on whether he has any surviving descendants or parents. If he is survived by descendants, the Texas Estates

Wacky Will Wednesday: Wills That Make You Go Hmmm… – James Doohan

If you are a Star Trek fan like me, you’re familiar with James Doohan. He was the actor who played Montgomery Scott, the chief engineer of the original Star Trek series who is associated with

Is an Unsigned Will Valid in Texas?

The short answer is no. An unsigned will is not valid in Texas. Last week, I discussed why estate planning is important despite our optimistic outlook for the future. The article was prompted by an

Hoping For the Best Shouldn’t Keep Us From Preparing for the Worst

We Americans are an optimistic bunch. Despite our economic downturn, the majority of us are optimistic about our futures and being in control of our lives. Our optimism bleeds into our personal outlook for the

Limited Scope Legal Services

When I shared my plans to start a Web-based law practice several years ago, most attorneys I told were a bit skeptical that it would work. Very few attorneys were practicing in the virtual realm,

Selecting An Agent For Your Power Of Attorney

If you were to become incapacitated, who would pay your utility bills, file your taxes or otherwise manage your financial affairs? If you have not legally named someone to act on your behalf, it may

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

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