Estate Planning Resources

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

What are the Inheritance Rights of Adopted Children?

If you are a parent of an adopted child in Texas and you die without a will, your adopted child will be entitled to the same inheritance rights as any biological children. The Texas statutes

Does Portability Make Bypass Trusts Obsolete?

Before this year, bypass trusts were necessary to preserve a deceased spouse’s federal estate tax exemption. This is no longer the case. Under the new estate tax rules, a deceased spouse’s estate tax exemption is

A Temporary Fix: The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

NB: This article was published on January 10, 2011 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. It came down to the wire,

If You Eat A Frog First Thing In The Morning, The Rest of Your Day Will Be Wonderful – Mark Twain

Whether it’s doing the laundry, cleaning out the garage, or getting that long overdue check-up, all of us face tasks each week that we dread. We convince ourselves that they’ll take too long to accomplish,

5 Priceless Presents You Should Give Your Family

I’m delighted to welcome my friend and colleague, Candice Aiston, an Oregon estate planning attorney, as a guest blogger today and appreciate her willingness to share her wonderful article. The end of the year is

The Greatest Gift

It used to be that the Christmas season didn’t start until the day after Thanksgiving. But now, retailers bring out their holiday decorations the day after Halloween, and do their best from that day forward

It’s a Done Deal!

NB: This article was published on December 17, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Last night, members of the House of

Deal or No Deal: The Estate Tax Debate Continues

NB: This article was published on December 13, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now If you’ve been keeping up with the

The Return of the Estate Tax

NB: This article was published on December 7, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. As I mentioned in Monday’s article, opponents

For 98 Percent of Americans, Return of the Estate Tax is Nothing to Fear

NB: This article was published on December 7, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. If you’ve tuned in to your favorite

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