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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.
This article explains the requirements for creating a valid trust in Texas, including intent, capacity, written documentation, lawful purpose, trust property, a trustee, beneficiaries, and compliance with the Rule Against Perpetuities.
- Rania Combs
This article explains common Will and estate-planning terms involving Wills, people, property, trusts, family relationships, probate, and Will validity in plain English.
- Rania Combs
This article defines common probate terms and explains how estates, probate assets, court involvement, and estate procedures differ in Texas and North Carolina.
- Rania Combs
The article explains how the Special Needs Alliance Guidebook for Special Needs Trustees helps trustees administer trusts, protect benefit eligibility, maintain records, and communicate with beneficiaries and caregivers.
- Rania Combs
This article explains how Crummey Trusts use temporary withdrawal rights to qualify gifts for the annual gift tax exclusion while providing asset protection and structured distributions.
- Rania Combs
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.
- Rania Combs
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.
- Rania Combs
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.
- Rania Combs
The article explains how five Texas estate planning documents address property distribution, incapacity, medical decisions, medical information sharing, and end-of-life wishes.
- Rania Combs
The article explains how to review wills, revocable trusts, beneficiary designations, property titles, and fiduciary appointments after life changes or several years have passed.
- Rania Combs
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