Estate Planning Resources

Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.

How Texas Law Protects Privacy in Probate

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

Beyond Taxes: 10 Reasons Why Americans Without Taxable Estates Need an Estate Plan

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.

Why Should I Sign a Living Will?

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.

The Complexities of Intestacy in Texas

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.

North Carolina Intestacy FAQs

This article answers common questions about North Carolina intestacy laws, including inheritance rights, spouses, minor children, stepchildren, unmarried partners, and estates without living relatives.

What are the Responsibilities of an Independent Executor in Texas?

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.

Will or Revocable Living Trust – Which is Best for Me?

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.

Does Portability Make Bypass Trusts Obsolete?

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.

Ten Estate Planning Tips for Parents of Children with Special Needs

This article presents ten estate planning tips to help parents of children with special needs protect benefits, coordinate a Special Needs Trust, and plan for future care and decision-making.

Why Is Planning for End-of-Life Care Important?

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.

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