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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 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.
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This article explains why same-sex couples should maintain Wills, powers of attorney, healthcare directives, beneficiary designations, and parentage protections despite nationwide marriage recognition.
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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
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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.
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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.
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This article answers common questions about North Carolina intestacy laws, including inheritance rights, spouses, minor children, stepchildren, unmarried partners, and estates without living relatives.
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This guide explains how a Texas Independent Executor obtains authority, protects estate assets, pays debts and taxes, keeps records, communicates with beneficiaries, and distributes property under a Will.
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This article compares Wills and revocable living trusts, including their costs, probate effects, privacy benefits, incapacity planning features, and suitability for different estate-planning goals.
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This article explains why estate tax portability does not make bypass trusts obsolete and discusses their benefits for asset protection, remarriage, appreciation, grandchildren, and administrative planning.
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The article explains how end-of-life planning helps people appoint decision-makers, express medical wishes, guide asset distribution, and reduce family stress before a crisis occurs.
- Rania Combs
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