Estate Planning Resources

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

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Charles Millar

Charles Millar's 1925 Will created unusual bequests, including the Great Stork Derby, which awarded four women who each had nine children a share of his estate.

Senate Republicans and Democrats Unable to Reach Agreement on Estate Tax

This historical January 2010 article reports that Senate Republicans and Democrats broke down in negotiations over the estate tax exemption amount and rates.

What To Do When a Loved One Dies?

The article outlines practical steps after a loved one dies, including notifying authorities, making funeral arrangements, locating estate documents, caring for dependents, and beginning estate administration.

Estate Planning Can Help Parents Prevent Family Feuds

The article explains how a Will and a memorandum detailing personal effects can help parents reduce sibling conflicts over sentimental belongings after death.

Is There Hope for New Estate Tax Legislation in 2010?

This historical article examines the uncertainty surrounding federal estate tax legislation in 2010, including proposed exemption levels, tax rates, and possible retroactive application.

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

In 1988, wealthy Portuguese bachelor Luis Carlos de Noronha Cabral da Camara left his fortune to 70 strangers randomly chosen from the Lisbon telephone directory.

Repeal of Estate Tax Causes Problems with Bypass Trusts

This historical 2010 article explains how the temporary repeal of the estate tax could cause bypass-trust provisions to place an entire estate in trust and potentially disinherit a surviving spouse.

Estate Planning for Special Needs Children

The article explains how a Third Party Supplemental Needs Trust can help families provide for a special needs child without disqualifying the child from SSI and Medicaid.

Are Videotaped Wills Recognized in Texas?

Texas recognizes holographic and attested written Wills, while a videotape of a Will signing cannot substitute for a written Will.

Wacky Will Wednesday – Angel Pantoja Medina

Angel Pantoja Medina’s mother honored his wish to remain standing during his three-day wake in Puerto Rico using a special embalming treatment.

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