Estate Planning Resources

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

Protecting Your Children’s Inheritance with a Trust

The article explains how a trust created in a Will can protect children's inheritance, avoid guardianship of the estate, guide distributions, and delay full control.

How Do I Revoke a Will in Texas?

This article explains how Texas law allows a Will to be revoked through a later written document or a physical act, including limits on partially revoking typewritten Wills.

Who Manages an Estate After Someone Dies?

A personal representative, serving as an executor or administrator, manages probate assets, debts, taxes, and distributions after someone dies.

What is a Living Will in Texas?

This article explains how a Texas Living Will, or directive to physicians, works, including eligibility, witnessing, effectiveness, verbal directives, and revocation.

How to Access a Deceased Person’s Safe Deposit Box in Texas?

This article explains how Texas probate law allows certain people to access a deceased person’s safe deposit box with or without a court order and how designated documents must be delivered.

A Mother’s Love

The article explains how estate planning helps parents of young children choose guardians, manage inherited assets, control distributions, and pass down family values.

What is a Texas Medical Power of Attorney?

Explains how a Texas medical power of attorney lets an adult appoint a health care agent, when the agent may act, how to sign the document, and how to revoke it.

Does a Will Need to be Notarized in Texas?

Texas law does not require a Will to be notarized, but attested Wills must be signed by two credible witnesses, while holographic Wills must be entirely handwritten and signed.

Should I Disinherit My Special Needs Child to Protect His Benefits?

The article explains why disinheriting a child with special needs can create risks and how a Special Needs Trust may preserve Medicaid and SSI eligibility while holding an inheritance.

Special Needs Trusts FAQs: Answers for Parents of Children with Special Needs

Answers parents' questions about using a special needs trust to supplement a child's care while preserving eligibility for SSI and Medicaid, including trustee, funding, and trust-type decisions.

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