Estate Planning Resources

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

I Have a Revocable Trust – Why Do I Need a Will Too?

If you have a properly funded revocable trust, you may not need a will. At the time of your death, your property will be managed and distributed according the terms of the trust you established.

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Sandra West

It has been said that Americans have love affairs with cars, but but one person took that love to an extreme. Sandra Illene West was a Texas oil heiress and Beverly Hills socialite who died

Is A Will Valid If It Is Not Dated?

Someone contacted me last week inquiring whether a Will is valid in Texas if it is not dated. Apparently, the individual’s father-in-law died leaving a short typed Will. He signed the Will and two unrelated

Celebrating Two Years!

January 4 of this year marked my firm’s second anniversary! It has been an exciting two years! I’ve learned so much, both personally and professionally. In some ways, it seems like I’ve been in solo

The Unintended Consequences of Not Having A Will: Deadbeat Dad Claims Part of Deceased Son’s Estate

While I was in Houston over the Holidays, I read an article in the Houston Chronicle that illustrates the unintended consequences of not having a will. It was about a man named Timothy Cole, whose

Happy Holidays from Rania Combs!

It’s hard to believe that another year has come to an end! If you’re like me, you’re scratching your head wondering where all the time has gone. As I look back on the year, I

What Is A Contingent Trust?

If you have life insurance, there is a good chance no benefits will ever be paid. An insurance settlement is contingent on you dying during the term of the policy. If the term expires before

Saying Goodbye

Not too long ago, my book club read a highly acclaimed book titled “The Art of Racing in the Rain.” I couldn’t finish it. In fact, I couldn’t get past the first chapter. Everyone who

Does Revoking My Will Revive a Prior Will?

Over the Thanksgiving weekend, I received a question from someone who wondered whether revoking a current will would revive a will that was signed previously. Unfortunately, I seem to have accidentally deleted the email before

Happy Thanksgiving!

As families gather for Thanksgiving this year, estate planning is likely the last thing on their mind. Thanksgiving is a time to focus on the things for which we are most thankful, such as our

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