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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.
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 Lady Bird Deed transfers real estate to beneficiaries at the owner's death without probate while preserving the owner's control during life, though mortgage and title insurance issues may arise.
- 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
Estate planning matters even without a taxable estate because it lets you choose beneficiaries, guardians, trustees, agents, and healthcare instructions while protecting your family and preserving your wishes.
- Rania Combs
This article explains how a living will communicates end-of-life treatment wishes, helps guide families and physicians, and can be changed or revoked while you can make medical decisions.
- Rania Combs
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.
- Rania Combs
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