Estate Planning Resources

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

How Do I Figure Out the Value of My Estate for Estate Tax Purposes?

This article explains how to calculate a gross and net estate for federal estate tax purposes and notes the 2026 $15 million per-person exemption.

Is Your Estate In Order?

Organizing and regularly updating personal, financial, insurance, digital account, and estate records helps loved ones locate essential information during incapacity or after death.

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.

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.

Search

Topics

Ready to get started?

Let's Create a Plan That Works for You

From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.