Estate Planning Resources

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

Deal or No Deal: The Estate Tax Debate Continues

NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context. For current information regarding the estate tax, read: Does Every Estate Have

The Return of the Estate Tax

NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context. For current information regarding the estate tax, read: Does Every Estate Have

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

NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context. For current information regarding the estate tax, read: Does Every Estate Have

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NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context. For current information regarding the estate tax, read: Does Every Estate Have

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 January 1, 2010 and contains information that is outdated but included on this website for historical context. For current information regarding the estate tax, read: Does Every Estate Have

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