Estate Planning Resources

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

Is There Hope for New Estate Tax Legislation in 2010?

NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context.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

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

If you had no family and few friends, how would you want your assets distributed when you die? Would you leave your estate to charity? Would you consider leaving everything to complete strangers? In 1988,

Repeal of Estate Tax Causes Problems with Bypass Trusts

NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context.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

Not many parents would feel comfortable having the body of their dead child propped up against their living room wall for any amount of time. But Angel Pantoja Medina’s mother wanted to fulfill her dead

House May Consider Estate Tax in April

NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context.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

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

Samuel Bratt loved to smoke cigars. Unfortunately, his wife didn’t share his passion and would not let him smoke them. Obviously bitter, Samuel Bratt used his will to get even. When he died in 1960,

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

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