Estate Planning Resources

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

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

TM Zink was a lawyer who noted an “intense hatred of women” in his will. Evidently this was not based on an personal differences he had with them, but rather “the result of my experiences

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NB: This article was published on August 2, 2010 and contains information that may be outdated.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

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NB: This article was published on July 5, 2010 and contains information that may be outdated.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

Ed Headrick was the inventor of the Frisbee and of the sport, Disc Golf. His son, Dan, recalls him joking that he wanted to live on as a Frisbee. His children didn’t think he was

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

Where Should I Store My Estate Planning Documents?

So you’ve gotten your estate planning done. Great! But now what? Where do you keep these documents so that they can be they can be used to carry out your wishes in the event of

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Charles Millar

Charles Millar, a successful lawyer in Toronto, Canada was well known for his practical jokes. And when he died on October 31, 1925, having never married and without any close relatives, he left a will

Senate Republicans and Democrats Unable to Reach Agreement on 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

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