Estate Planning Resources

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

It’s a Done Deal!

This 2010 article reports that the House approved an agreement temporarily extending Bush-era tax cuts and setting a $5 million estate tax exemption with a 35 percent rate.

Deal or No Deal: The Estate Tax Debate Continues

This historical 2010 article examines a proposed estate tax agreement setting a $5 million exemption and 35 percent tax rate amid debate in Congress.

The Return of the Estate Tax

This historical article discusses the 2010 debate over the estate tax’s scheduled return and claims that tax law could influence end-of-life decisions.

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

This historical 2010 article explains why the potential return of the federal estate tax was expected to affect fewer than 2 percent of Americans and discusses exemption amounts and estate planning strategies.

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

Texas law allows a parent to name a guardian for a child in a separate handwritten or properly witnessed declaration instead of a Will.

The Ties That Bind

The article reflects on how family traditions, history, and recipes can preserve connections across generations and be more meaningful than material wealth.

What Supplemental Expenses Can Special Needs Trusts Pay For?

The article lists supplemental expenses that a Special Needs Trust may pay for a beneficiary, including health care, travel, entertainment, education, and companionship.

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

In Texas, a stepchild generally will not inherit under intestacy laws unless legally adopted, but a valid Will can provide for the stepchild.

Estate Tax Monster Still Lurks

This historical 2010 article examines uncertainty over whether Congress would reinstate the federal estate tax in 2011, including proposed exemption amounts and tax rates.

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

Parents who plan to have more children should still create a Will now to protect their current children and address future children.

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