Estate Planning Resources

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

Secure Your Legacy: How Proper Estate Planning Protects Your Retirement Accounts

Retirement accounts often make up a substantial portion of an individual’s estate and warrant thoughtful planning. Naming a trust as the beneficiary of these accounts can offer important benefits, especially when it comes to managing

How to Protect Seniors from Financial Fraud

Financial fraud targeting seniors is a growing crisis, costing older Americans over $3 billion annually. Scammers target older adults because they often have significant savings, retirement funds, or home equity, making them prime victims for

Who Can Serve as Executor in North Carolina?

What is an Executor? An executor, sometimes called a”personal representative,” is a person or entity a testator appoints in a Will to administer the testator’s estate. The executor is responsible for ensuring the testator’s wishes

Texas Intestacy FAQs

What Is Intestacy? Intestacy refers to the legal process that determines how a person’s estate is distributed when they die without a valid will. Texas intestacy laws establish default rules for inheritance. Below are answers

Who Makes Medical Decisions if there is no Health Care Power of Attorney in North Carolina?

If you become incapacitated and do not have a Health Care Power of Attorney, the North Carolina General Statutes determine who can make medical decisions on your behalf. The law follows a strict hierarchy, which

The Problem with LegalZoom (And Other Do-It-Yourself Estate Planning Solutions)

LegalZoom markets itself as a cheaper alternative to hiring an attorney. As a result, many individuals choose LegalZoom over professional legal services, believing that its documents will be just as effective as those created by

What is a Letter of Intent for Child With Special Needs

A Letter of Intent (LOI) is an essential document for parents or caregivers that provides critical information about medical needs, routines, preferences, and long-term care plans of a child with special needs. It provides detailed

An Online Letter of Intent

Every parent worries about whether their child’s well-being in the event of a tragedy. These concerns are compounded for parents of children with special needs, who may not have the capacity to communicate their needs

What Happens If You Die Without a Will in NC

Attorney Rania Combs discusses the North Carolina Intestate Succession Act, which dictate how property is distributed when someone dies without a Will in North Carolina.

Can I Create an Asset Protection Trust for Myself in Texas?

Amendments to the Texas Property Code appear to create a back door to create a self-settled asset protection trust in Texas.

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