Estate Planning Resources

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

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

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. Charles Millar, a successful lawyer in Toronto, Canada

Senate Republicans and Democrats Unable to Reach Agreement on Estate Tax

NB: This article was published on May 21, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Many in the estate planning community were

How to Access a Deceased Person’s Safe Deposit Box in Texas?

Many people store important papers such as life insurance policies, wills and other important documents in safe deposit boxes to keep them secure. When they die, the personal representatives of their estates need to access

What To Do When a Loved One Dies?

Candice Aiston, an Oregon estate planning attorney, recently wrote an excellent article that explains the things that should be done when a loved one dies. Among them are: Notifying a doctor, coroner, and/or the local

Estate Planning Can Help Parents Prevent Family Feuds

I have three children who get usually get along. But virtually every day, they squabble about something trivial. For example, they may argue over who gets to eat the last banana or container of yogurt

Will Power

I was quoted in an article titled “Will Power,” which was published in the April issue of Broward Family Life magazine. You can read this article by following this link (pdf).

Is There Hope for New Estate Tax Legislation in 2010?

NB: This article was published on April 28, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. Most estate planning attorney never believed that

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Luis Carlos de Noronha Cabral da Camara

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. If you had no family and few friends,

Repeal of Estate Tax Causes Problems with Bypass Trusts

NB: This article was published on April 19, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now.. When EGTRRA was passed in 2001, it

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