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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 IRS released the final regulations to the SECURE Act on July 18, 2024. Although regulations mostly mirror the 2022 proposed regulations, they include some clarifications and changes. Below is a summary of the most
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I read an article last week that served as a sobering reminder of why it’s crucial to plan for the unexpected. The article was about a Pennsylvania couple vacationing in Florida with their six children.
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If you have a large retirement asset that you intend to pass to your beneficiaries in trust, consider updating your estate plan to include Beneficiary Deemed Owner Trusts (BDOT) provisions. In the wake of the
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It is necessary to probate a Will in Texas when the estate includes assets titled in the decedent’s name. A person who dies typically has two classes of assets: probate assets and non-probate assets. Why
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Barack Obama signed the Achieving a Better Life Experience “(ABLE”) Act into on December 19, 2014. The Act authorized the creation of ABLE Accounts, tax-advantaged savings accounts designed to help eligible individuals with disabilities maintain
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Usually, a person a testator nominates as executor in a Will applies for probate, but not always. The Texas Estates Code provides that any interested person can file an application for probate. Who is an
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A holographic Will is a handwritten Will. And there have been some strange ones. For example, can you imagine writing your will on your bedroom wall? How about the fender of your vehicle? According to
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An Irrevocable Life Insurance Trust, or “ILIT” is an irrevocable trust that own life insurance. Historically, Americans have used ILITs as a vehicle to make gifts to beneficiaries that take advantage of the annual gift
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Most of the time, Directive to Physicians are signed by patients who do not want their lives prolonged by life-sustaining treatments; however, sometimes the situation is reversed. For example, a Texas Tribune article in 2019
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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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