Estate Planning Resources

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

Can a Convicted Felon be an Executor in Texas?

A 2023 amendment to Texas Estates Code Section 304.003 allows a person with a felony conviction to serve as executor if named in the Will, otherwise qualified, and approved by the court.

The Problem With LegalZoom (Part 2) – Inaccuracies Corrected But Problem Remains

This article explains that although LegalZoom corrected inaccurate information about Texas oral wills and pet trusts, its disclaimers and limited Peace of Mind Review leave do-it-yourself wills risky.

The Five Basic Estate Planning Documents Every Adult in Texas Needs

This article explains the five basic estate planning documents for Texas adults: a Will, durable power of attorney, medical power of attorney, HIPAA Authorization, and Directive to Physicians.

A Guide to Understanding the Durable Powers of Attorney in Texas and North Carolina

This article explains how durable powers of attorney work in Texas and North Carolina, including their authority, duration, limits, agent duties, and why they do not replace a Will.

Understanding Applications to Determine Heirship in Texas?

This article explains when a Texas determination of heirship proceeding is needed, how the application and hearing work, and how the judgment affects property transfers and heir shares.

The Five Basic Estate Planning Documents Every Adult in Texas Needs

The article explains how five Texas estate planning documents address property distribution, incapacity, medical decisions, medical information sharing, and end-of-life wishes.

Don’t Let Outdated Estate Planning Documents Haunt You

The article explains how to review wills, revocable trusts, beneficiary designations, property titles, and fiduciary appointments after life changes or several years have passed.

Estate and Gift Tax Changes for 2026

The article explains that the federal estate and gift tax exclusion will increase to $15 million per person in 2026 and outlines planning considerations for wealthy families.

Who Makes Medical Decisions in Texas If There Is No Medical Power of Attorney?

Explains the statutory process for medical-treatment consent in Texas when no guardian or medical-power-of-attorney agent is available, and why naming an agent provides more control.

Can I Make Handwritten Changes To a Typewritten Will?

Under Texas law, handwritten changes to a signed typewritten Will generally are invalid unless they meet the formal requirements for a new Will or codicil.

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