Estate Planning Resources

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

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NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context.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NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context.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

Estate Planning Puts Parents in Control

I always get anxious when I travel away from my kids, and my anxiety is heightened when my husband and I travel together. So when we traveled overseas together several years ago, I insisted on

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NB: This article was published on August 2, 2010 and contains information that may be outdated.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

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