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 Happens If A Beneficiary Of A Will Dies First?

The article explains how Texas law distributes a Will beneficiary’s share when that beneficiary dies before the testator, including rules for descendants, residuary beneficiaries, and contingent gifts.

The Virtual Law Practice

The article discusses how virtual law practices use technology to make legal services more accessible, convenient, and affordable, along with predictions about the future of eLawyering.

When Should I Use a Revocable Trust?

This article explains how revocable trusts may help Texas residents with out-of-state property, potential incapacity, or concerns about a Will contest.

When Equal Is Not Equitable: How To Give One Child Less

The article explains ways parents can leave children unequal inheritances while communicating their reasons and reducing the risk of resentment or a legal challenge.

Who is an Incapacitated Person?

The Texas Estates Code defines an incapacitated person as a minor, an adult unable to meet essential needs or manage financial affairs, or someone requiring a guardian to receive government funds.

The Price of Not Having a Simple Will

A financial columnist’s family experience shows how dying without a Will can cause costly probate complications, family conflict, and unintended inheritance results.

Incapacity Can Happen At Any Age: Be Prepared

Incapacity can happen at any age, and without a Durable Power of Attorney, Medical Power of Attorney, and HIPAA authorization, loved ones may face costly legal obstacles when managing medical and financial affairs.

Can I Make a Testamentary Gift to Someone Who Witnesses My Will?

Texas law may place a testamentary gift to a Will witness at risk, but several exceptions can preserve the gift.

Strategies For Lawsuit-Proofing Your Estate

The article presents 10 estate-planning strategies for reducing family conflict and discouraging challenges to a Will after death.

Traditions That Keep Families Connected

A family’s Volkswagen Beetle game illustrates how intangible traditions can preserve connection and become part of a lasting family legacy.

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