Estate Planning Resources

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

The Complexities of Intestacy in Texas

The article explains how Texas intestacy laws distribute community and separate property differently when a married person dies without a Will, particularly when children from a prior relationship or other relatives survive.

The Texas Transfer on Death Deed

This article explains how a Texas Transfer on Death Deed transfers real estate outside probate, including its requirements, beneficiaries, revocation, limitations, and relationship to a Will.

North Carolina Intestacy FAQs

This article answers common questions about North Carolina intestacy laws, including inheritance rights, spouses, minor children, stepchildren, unmarried partners, and estates without living relatives.

What are the Responsibilities of an Independent Executor in Texas?

This guide explains how a Texas Independent Executor obtains authority, protects estate assets, pays debts and taxes, keeps records, communicates with beneficiaries, and distributes property under a Will.

Will or Revocable Living Trust – Which is Best for Me?

This article compares Wills and revocable living trusts, including their costs, probate effects, privacy benefits, incapacity planning features, and suitability for different estate-planning goals.

Does Portability Make Bypass Trusts Obsolete?

This article explains why estate tax portability does not make bypass trusts obsolete and discusses their benefits for asset protection, remarriage, appreciation, grandchildren, and administrative planning.

Ten Estate Planning Tips for Parents of Children with Special Needs

This article presents ten estate planning tips to help parents of children with special needs protect benefits, coordinate a Special Needs Trust, and plan for future care and decision-making.

Why Is Planning for End-of-Life Care Important?

The article explains how end-of-life planning helps people appoint decision-makers, express medical wishes, guide asset distribution, and reduce family stress before a crisis occurs.

The Risks of DIY Estate Planning

The article explains how DIY estate planning can overlook family dynamics, asset transfers, trust coordination, legal formalities, and future incapacity, creating conflict, probate delays, and costly corrections.

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

The article explains why choosing the cheapest estate planning option can lead to costly or harmful consequences and recommends consulting a qualified attorney for personalized guidance and documents.

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