Estate Planning Resources

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

How is a Personal Representative of an Estate Appointed?

There are three ways in which a personal representative of an estate is appointed: A personal representative can be appointed by a will of a testator, who designates one or more people to serve as

How Much Insurance Do I Need to Protect My Family?

NB: A version of this post was published in a recent e-newsletter. It got such a positive response, I thought I’d publish it here as well. When discussing factors to consider when selecting a guardian,

How Do I Figure Out the Value of My Estate?

  Whether you will be required to pay federal estate tax will depend on the value of your gross estate, minus your debts and liabilities. Estate tax is due on the portion of a net

Confidence in Estate Tax Fix is Waning

NB: This article was published on August 2, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Time is running out. If Congress does

How Much Court Involvement Is There In The Probate Process?

In Texas, the level of court involvement in the probate process depends on whether there is a dependent or independent administration. Independent administration Texas allows independent administration of an estate when the testator provides his

The Council of Dads

One thing that motivates many parents to make a will is the desire to designate guardians who will raise their children if the unthinkable happens. And yet many parents delay getting their wills drafted

Prepare for the Return of the Estate Tax

NB: This article was published on July 5, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. June has already come to an end,

When Should I Probate a Will?

Generally, a will should be probated as soon as possible. The Texas Estates Code requires that a will be probated within 4 years of a testator’s death. If more than four years has elapsed, the

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Ed Headrick

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. Ed Headrick was the inventor of the Frisbee

The Law Practice Revolution

I was flattered to have been mentioned in an article David Hill wrote for International Legal Technology Association Quarterly Magazine, Peer to Peer, about how technology is shaping the practice of law. You can read

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