Estate Planning Resources

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

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

We now know the harmful effects of tobacco, but Sir Walter Raleigh, who helped introduce tobacco to Europe, was completely devoted to it. So much so that after making bequests to relatives and charities, he

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

NB: This article was published on January 1, 2010 and contains information that is outdated but included on this website for historical context.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

Wills are something all of us should have. But we don’t like to think about them because they force us to recognize our mortality and plan for life events we’d rather not consider. So it’s

Some Final Thoughts on Selecting a Guardian for Your Children

You are unique. So there is no one in the world who can provide your children exactly what you can. As a result, it is unlikely that anyone on your list of potential guardians will

Factors to Consider When Selecting a Guardian – Willingness to Serve

NB: This post is part of a series discussing factors you should consider when selecting a guardian for your minor children. You can read all these posts here. When my husband and I were first

Factors to Consider When Selecting a Guardian – Prospective Guardian’s Children

NB: This post is part of a series concerning factors you should consider when selecting a guardian for your minor children. You can see all these posts here. Think about the people who you would

Factors to Consider When Selecting a Guardian – Character

NB: This post is part of a series discussing factors you should consider when selecting a guardian for your minor children. You can read all these posts here. It probably goes without saying that the

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