Estate Planning Resources

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

Choosing the Right Healthcare Agent: Lessons from The Pitt

I recently started watching The Pitt, a new medical drama now streaming on Max. The second episode of the series had a storyline that illustrated the importance of choosing the right healthcare agent, and the

How a Spendthrift Trust Safeguards Inheritances

A spendthrift trust is a powerful estate planning tool that can help safeguard inheritances for beneficiaries who may be prone to poor financial decisions. Whether due to immaturity, addiction, or other personal struggles, some beneficiaries

Corporate Transparency Act Narrowed: What This Means for You

The Corporate Transparency Act (CTA), enacted in 2021, was designed to combat money laundering and other illicit financial activities by requiring increased transparency in business ownership. It obligated many small and closely held entities to

Secure Your Legacy: How Proper Estate Planning Protects Your Retirement Accounts

Retirement accounts often make up a substantial portion of an individual’s estate and warrant thoughtful planning. Naming a trust as the beneficiary of these accounts can offer important benefits, especially when it comes to managing

How to Protect Seniors from Financial Fraud

Financial fraud targeting seniors is a growing crisis, costing older Americans over $3 billion annually. Scammers target older adults because they often have significant savings, retirement funds, or home equity, making them prime victims for

Who Can Serve as Executor in North Carolina?

What is an Executor? An executor, sometimes called a”personal representative,” is a person or entity a testator appoints in a Will to administer the testator’s estate. The executor is responsible for ensuring the testator’s wishes

North Carolina Intestacy FAQs

When a person dies without a valid will, their estate is distributed according to North Carolina intestacy laws. Below are answers to frequently asked questions (FAQs) about intestate succession in North Carolina. What Is Intestacy

Texas Intestacy FAQs

What Is Intestacy? Intestacy refers to the legal process that determines how a person’s estate is distributed when they die without a valid will. Texas intestacy laws establish default rules for inheritance. Below are answers

Who Makes Medical Decisions if there is no Health Care Power of Attorney in North Carolina?

If you become incapacitated and do not have a Health Care Power of Attorney, the North Carolina General Statutes determine who can make medical decisions on your behalf. The law follows a strict hierarchy, which

The Problem with LegalZoom (And Other Do-It-Yourself Estate Planning Solutions)

LegalZoom markets itself as a cheaper alternative to hiring an attorney. As a result, many individuals choose LegalZoom over professional legal services, believing that its documents will be just as effective as those created by

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