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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.
A Small Estate Affidavit can be a quick and cost-effective way to transfer property to a decedents legal heirs without going through formal probate in Texas when someone dies without a Valid Will in Texas
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A Texas Transfer on Death Deed is a legal document that allows you to name beneficiaries to inherit your real estate after you pass away, avoiding the need for probate. This can be particularly beneficial
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In Texas, minor orphans who’ve reached the age of discretion, usually 12 or older, can ask the court to appoint the guardian they prefer. The law gives children a voice in deciding who will care
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Under federal tax law, the person making a gift (the donor) is responsible for any federal gift tax due—not the recipient (donee). The gift’s recipient (the donee) does not have to pay any income taxes
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Imagine walking through a serene forest with sunlight filtering through the trees. Instead of rows of headstones and manicured lawns found in traditional cemeteries, where concrete vaults and metal caskets separate the deceased from the
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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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When discussing factors to consider when selecting a guardian, I wrote that it is your responsibility to ensure that a guardian has the financial means necessary to support your children in the event the unthinkable
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One thing that motivates many parents to make a will is the desire to designate guardians who will raise their children if the unthinkable happens. And yet many parents delay getting their wills drafted because
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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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Topics
- Estate Planning121
- Wills59
- Probate and Estate Administration45
- Powers of Attorney45
- Intestacy34
- Gift and Estate Tax32
- Trusts26
- Newsworthy25
- Choosing a Guardian24
- Wacky Wills22
- Odds and Ends17
- The Risk of DIY Planning16
- Special Needs Trusts13
- Transfer on Death Deeds12
- Retirement and End of Life Planning12
- Incapacity11
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