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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.
When I suggest a Crummey Trust to clients, I often get a smile and a puzzled look. “Why would I want a crummy trust?” they ask. Despite the name, a Crummey Trust is a practical
- Rania Combs
Before 2023, Texas law disqualified anyone with a felony conviction from serving as an executor. But, that changed because of an amendment 2023 amendment to Section 304.003 of the Texas Estates Code. Now, a person
- Rania Combs
A couple of weeks ago, I published a blog post entitled The Problem With LegalZoom (And Other Do-It-Yourself Estate Planning Solutions) which highlighted some of the pitfalls of relying on do-it-yourself document preparations services. The
- Rania Combs
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
- Rania Combs
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
- Rania Combs
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
- Rania Combs
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.
- Rania Combs
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
- Rania Combs
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.
- Rania Combs
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,
- Rania Combs
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Topics
- Estate Planning121
- Wills59
- Probate and Estate Administration45
- Powers of Attorney45
- Intestacy34
- Gift and Estate Tax32
- Trusts26
- Newsworthy25
- Choosing a Guardian24
- Wacky Wills22
- Odds and Ends17
- The Risk of DIY Planning16
- Special Needs Trusts13
- Transfer on Death Deeds12
- Retirement and End of Life Planning12
- Incapacity11
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