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 Tax Uncertainty Has No End In Sight

This historical January 2010 article reviews competing congressional estate tax proposals and the uncertainty over exemption amounts and tax rates.

Estate Planning Puts Parents in Control

Estate planning allows parents to choose who will raise their children, manage their assets, and distribute those assets if both parents die.

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

T M Zink’s 1930 Will sought to create a womanless library, but his daughter successfully contested it and inherited the estate.

Confidence in Estate Tax Fix is Waning

This August 2010 article examines declining confidence that Congress would pass estate tax legislation before 2011 and the potential tax consequences if it did not.

How Much Court Involvement Is There In The Probate Process?

The article explains that Texas probate court involvement depends on whether an estate uses independent or dependent administration.

Prepare for the Return of the Estate Tax

This 2010 article discusses the scheduled 2011 return of the estate tax and summarizes strategies involving life insurance, trusts, gifts, education expenses, medical expenses, and Roth IRAs.

When Should I Probate a Will?

Texas generally requires a Will to be probated within four years of the testator’s death, subject to a limited exception for a muniment of title.

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Ed Headrick

After his death in 2002, Frisbee inventor Ed Headrick had his ashes incorporated into limited-edition memorial flying discs for family, friends, and fundraising.

The Law Practice Revolution

This post highlights the author’s mention in David Hill’s article about how technology is shaping the practice of law.

Where Should I Store My Estate Planning Documents?

The article compares storing estate planning documents at home, in a safe-deposit box, or with a Texas court and stresses telling beneficiaries or the executor where they are located.

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