Estate Planning Resources

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

Estate Planning for Special Needs Children

Estate planning is important for all families, but especially so for families with a special needs child. This is because without appropriate estate planning, a well-meaning parent can inadvertently disqualify his or her special needs

Are Videotaped Wills Recognized in Texas?

Texas recognizes only two types of wills: a holographic (handwritten) will, and an attested (typewritten) will. A videotaped will, in an of itself, has no legal effect. In certain cases, videotaping the will signing ceremony

Wacky Will Wednesday – Angel Pantoja Medina

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. Not many parents would feel comfortable having the

House May Consider Estate Tax in April

NB: This article was published on March 29, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. According to a recent article in Bloomberg

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Samuel Bratt

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. Samuel Bratt loved to smoke cigars. Unfortunately, his

Do I Need to File My Will?

The Texas Estates Code provides a procedure for those wanting to deposit a will with the clerk of the court for safekeeping. The cost of depositing a will with the clerk of the court is

Why Do I Need a HIPAA Authorization?

What is HIPAA? The Health Insurance Portability and Accountability Act (HIPAA), is a Federal law that required the establishment of national standards to protect the privacy of patients’ health care information. The Privacy Rule, which

Can I Select Someone Other Than My Spouse To Make Health Care Decisions for Me?

You are not required to name your spouse as your agent in your power of attorney. You may choose another family member such as your children or parents, or someone completely unrelated to you, such

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Sir Walter Raleigh

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. We now know the harmful effects of tobacco,

Wall Street Journal Illustrates How Death of Estate Tax May Cost Heirs More

NB: This article was published on March 5, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. In an article entitled “Why No Estate

Search

Topics

Ready to get started?

Let's Create a Plan That Works for You

From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.

Request a Consultation