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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.
The article explains how estate planning helps parents of young children choose guardians, manage inherited assets, control distributions, and pass down family values.
- Rania Combs
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.
- Rania Combs
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.
- Rania Combs
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.
- Rania Combs
Answers parents' questions about using a special needs trust to supplement a child's care while preserving eligibility for SSI and Medicaid, including trustee, funding, and trust-type decisions.
- Rania Combs
Explains the legal requirements for a valid Texas Will, including legal and testamentary capacity, intent, writing, signatures, witnesses, holographic Wills, notarization, and self-proving affidavits.
- Rania Combs
The article explains how the 2016 Special Needs Trust Fairness Act allows mentally competent individuals with disabilities to create first-party special needs trusts for their own benefit while preserving potential Medicaid and SSI eligibility.
- Rania Combs
A Texas Will can leave separate property and a deceased spouse’s share of community property to others, but surviving spouses may retain homestead, reimbursement, exempt property, family allowance, and retirement account rights.
- Rania Combs
This article explains why same-sex couples should maintain Wills, powers of attorney, healthcare directives, beneficiary designations, and parentage protections despite nationwide marriage recognition.
- Rania Combs
This article explains how Section 309.056 of the Texas Estates Code can let an independent executor use an affidavit in lieu of a public inventory when statutory conditions are met, while allowing interested persons to
- Rania Combs
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