Estate Planning Resources

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

Why Do I Need A Will?

The article explains how a Will can prevent a rigid state intestacy formula from distributing assets in ways that may not match your wishes, especially for unmarried couples and non-traditional families.

Who Can Contest a Will In Texas?

Texas law allows heirs, devisees, spouses, creditors, and others with a qualifying financial interest in an estate to contest a Will.

Who Inherits When Unmarried Sibling Dies Without a Will in Texas

In Texas, an unmarried person who dies without a Will passes the estate to descendants, parents, siblings, or their descendants according to which relatives survive.

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

This article recounts how James Doohan’s widow arranged for a portion of his cremated remains to be launched into orbit through Celestis in 2012, honoring his wish to travel into space.

Is an Unsigned Will Valid in Texas?

This article explains that an unsigned Will is not valid in Texas and outlines the signing and witness requirements for an attested Will.

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

Unexpected illness can leave families struggling with estate planning, while having a completed estate plan allows people to focus on themselves and their loved ones.

Limited Scope Legal Services

The article recommends Stephanie Kimbro’s ABA book on unbundling and delivering legal services online, including ethics, fee arrangements, technology, marketing, and practical resources.

Selecting An Agent For Your Power Of Attorney

The article explains how to choose a trustworthy, competent, organized, available agent for a durable power of attorney in Texas.

Who Is The Beneficiary Of Your Insurance Policy?

A life insurance policy generally pays benefits to the named beneficiaries, so policyholders should review designations after marriage or the birth of a child.

Does a Revocable Living Trust Protect Assets From Creditors?

The article explains that a revocable living trust does not protect assets from creditors because the person who created the trust retains control and legal ownership of the trust assets.

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