Estate Planning Resources

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

Is It Possible To Name Guardians for My Children Without a Will?

Many parents name guardians for their children in their wills, but the Texas Estates Code also provides a means of legally naming a guardian in a separate document. The statutes provide that a parent may

The Ties That Bind

Just the smell of a turkey baking on Thanksgiving conjures up memories of being at home as a child. My mom got up very early in the morning to start preparing the stuffing and roasting

What Supplemental Expenses Can Special Needs Trusts Pay For?

Unlike a support trust which direct that funds be used for the health, welfare, and support of a beneficiary, a Special Needs Trust (SNT) is a discretionary trust created to supplement the beneficiary’s basic needs.

Will My Stepchild Inherit Any Portion of My Estate If I Die Without a Will?

From the time we’re children reading Cinderella, we hear stories of strained relationships between stepchildren and their stepparents. So much so that stories of positive relationships often take us aback. But loving relationships are common.

Estate Tax Monster Still Lurks

NB: This article was published on November 1, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Halloween has come and gone, but estate

Don’t Let Plans for More Children Keep You From Protecting the Ones You Have

I read a book recently called The Middle Place. It’s a beautiful and touching memoir written by Kelly Corrigan, a young mother with two small children who was diagnosed with breast cancer. This book resonated

Estate Tax Uncertainty Has No End In Sight

NB: This article was published on September 15, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. A recent article from MarketWatch suggests the

Estate Planning Puts Parents in Control

I always get anxious when I travel away from my kids, and my anxiety is heightened when my husband and I travel together. So when we traveled overseas together several years ago, I insisted on

Wacky Wednesday: Wills That Make
You Go “Hmmm…” – TM Zink

NB: This post is part of a series highlighting wills that contain some interesting, and sometimes bizarre, bequests and stipulations. You can see all these posts here. TM Zink was a lawyer who noted an

How Does Divorce Affect a Previous Will?

Although there are no hard and fast rules about how often you should update your will, certain life changes, such as a divorce, will trigger a need to do so. But what happens if you

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