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Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
A Letter of Intent (LOI) is an essential document for parents or caregivers that provides critical information about medical needs, routines, preferences, and long-term care plans of a child with special needs. It provides detailed
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Every parent worries about whether their child’s well-being in the event of a tragedy. These concerns are compounded for parents of children with special needs, who may not have the capacity to communicate their needs
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A Small Estate Affidavit can be a quick and cost-effective way to transfer property to a decedents legal heirs without going through formal probate in Texas when someone dies without a Valid Will in Texas
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A Texas Transfer on Death Deed is a legal document that allows you to name beneficiaries to inherit your real estate after you pass away, avoiding the need for probate. This can be particularly beneficial
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In Texas, minor orphans who’ve reached the age of discretion, usually 12 or older, can ask the court to appoint the guardian they prefer. The law gives children a voice in deciding who will care
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Under federal tax law, the person making a gift (the donor) is responsible for any federal gift tax due—not the recipient (donee). The gift’s recipient (the donee) does not have to pay any income taxes
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Imagine walking through a serene forest with sunlight filtering through the trees. Instead of rows of headstones and manicured lawns found in traditional cemeteries, where concrete vaults and metal caskets separate the deceased from the
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Topics
- Estate Planning119
- Wills59
- Probate and Estate Administration45
- Powers of Attorney45
- Intestacy34
- Gift and Estate Tax32
- Trusts27
- Newsworthy27
- Choosing a Guardian24
- Wacky Wills22
- The Risk of DIY Planning17
- Odds and Ends17
- Special Needs Trusts13
- Retirement and End of Life Planning13
- Transfer on Death Deeds12
- Incapacity10
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