Estate Planning Resources

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

Don’t Wait Until Just Before You Get On A Plane to Prepare Your Estate Plan

On average more than 6 million car accidents occur in the United States each year. Of those, about 40,000 are fatalities. Contrast these numbers with the number of airline accidents and fatalities each year. According

Planning Your Estate? Don’t Be Penny Wise And Pound Foolish

Comparison Shopping: For Yogurt? Good. For Estate Planning? Not So Much. One of my favorite stores is Costco. I try to purchase as much as possible there because it saves money on all sorts of

Intestate Distribution for the Single Parent — What Happens If You Die Without a Will in Texas?

If you are an unmarried person who dies without a Will in Texas, the Texas intestacy statutes will dictate how and to whom your assets will be distributed. According to the statutes, if you are

Repeal of Estate Tax Causes Ethical Quandary

NB: This article was published on January 1, 2010 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. An article in the Wall Street Journal

The Death of the Estate Tax

NB: This article was published on December 21, 2009 and contains information that may be outdated. For current information regarding the estate tax, read: Estate Tax Certainty…For Now. What is estate tax? The federal estate

Would You Trust a Stranger to Choose a Guardian for Your Children?

From the time they are born, parents want the best for their children. We make sure that they get the right amount of food and sleep.  We read to them and play with them.  We

What is a Living Will?

A living will, or directive to physicians, is a document that allows you to instruct your physicians not to use artificial methods to extend your life in the event you are diagnosed with a terminal

I’m Single and Have No Children . . . What Happens if I Die Without a Will in Texas?

If you are an unmarried person who dies without a valid Texas Will, the Texas intestacy statutes will determine how your property will be divided. According to these statutes, if you die without a will

Estate Planning for Intangible Treasures

Last year for Christmas, my mother-in-law gave my children a “Chat Pack.” It’s a box of cards with simple questions designed to start conversations. My kids love it and keep it in the car, pulling

Protecting Your Children’s Inheritance with a Trust

If you have young children, a trust should be part of your estate plan. It doesn’t matter how much money you have. What matters is making sure your children are protected if something happens to

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