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 Five Basic Estate Planning Documents Every Adult in Texas Needs

Wills are an important part of an estate plan, but they only take effect after you die. To protect yourself and your family during your lifetime, you also need documents that authorize trusted people to

A Guide to Understanding the Durable Powers of Attorney in Texas and North Carolina

This article explains, in plain terms, what a Durable Power of Attorney (DPOA) is, when it begins, when it ends, and what it allows an agent to do. It also clarifies why a Durable Power

Understanding Applications to Determine Heirship in Texas?

When a person dies without a valid will in Texas, families are left to sort out a whole lot of loose ends. A house that is still in the decedent’s name. A bank account that

The Five Basic Estate Planning Documents Every Adult in Texas Needs

When some people hear the words “estate planning,” they picture a mansion or significant wealth. But estate planning is not just about making sure your property gets to the people you love after you die.

Don’t Let Outdated Estate Planning Documents Haunt You

Our lives are constantly changing. If you’ve gotten married or divorced, welcomed a child, lost a loved one, moved to a different state, bought a new home, opened a new account, or it’s simply been

Estate and Gift Tax Changes for 2026

Congress recently passed sweeping legislation, which includes many changes to tax policy, spending, and entitlement programs. One of the most significant changes for estate planning is an increase in the federal estate and gift tax exclusion.

What is a Miller Trust?

Texas is one of 12 states that have an income cap to qualify for Medicaid long-term care. That means some people who need nursing home care have too much monthly income to qualify for Medicaid,

Who Makes Medical Decisions in Texas If There Is No Medical Power of Attorney?

If you become incapacitated in Texas and haven’t signed a Medical Power of Attorney, state law determines who can make medical decisions on your behalf. The law is rigid, and the person legally authorized to

Can I Make Handwritten Changes To a Typewritten Will?

Many people assume they can make simple handwritten changes to a typed Will—cross out a name, add a line, initial the change, and be done. But under Texas law, it’s not that simple. Whether those

What are the Inheritance Rights of Half-Siblings When Someone Dies Without a Will?

When someone dies without a Will in Texas, siblings inherit only if a spouse, descendants, or parents do not survive the deceased person. When there is a surviving spouse, descendants, or parents, their inheritance rights

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