Estate Planning Resources

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

Is an Agent Named in a Durable Power of Attorney Legally Responsible for the Debts of a Principal?

An agent named in a durable power of attorney is generally not responsible for the debt of the principal unless they are a party to the debt or have acted outside the scope of their

Free Texas Will Forms

Estate planning is as important for small estates as for large ones. We all have the potential of becoming incapacitated. Therefore, having documents in place that allows trusted individuals to make medical decisions for you, manage

Planning For When Your Mind Fades

Studies estimate that more than 6 million Americans are currently living with Alzheimer’s. And as our population ages, Alzheimer’s and other forms of dementia will afflict an increasing number of people. Although irreversible and incurable,

Is It Always Necessary to Probate a Will in North Carolina

When a person passes away, they usually leave behind two types of assets: probate assets and non-probate assets. Probate assets are property held under the deceased person’s name. For example, if the decedent had an

Do I Have To Pay Taxes On An Inheritance From A Foreign Relative?

If you have close relatives, like parents, who are citizens and residents of a foreign country, there is a chance you might receive a gift or inheritance from them at some point in your life.

What Assets Are Protected From Creditors in Texas?

I get a lot of calls and emails from individuals interested in protecting their assets. Some ask whether it would be beneficial to create an asset protection trust for their own benefit. Often, they do

Can I Disinherit my Spouse in North Carolina?

North Carolina’s laws provide a safeguard for surviving spouses. Under North Carolina law, a spouse can claim a certain share of your estate when you die, regardless of what your will says. This share is

Can My Husband Give His Children Our Homestead If He Owned It Before We Married?

I received a note from a concerned wife. Her husband had purchased the home in which they resided two years before they were married. Throughout their marriage, she contributed to paying the mortgage and paying

What is a Texas Durable Power of Attorney?

A durable power of attorney is a written document that authorizes another person, known as an agent, to engage in specified business, financial and legal transactions on your behalf. It is called “durable” because it

The Complexities of Intestacy for Blended Families in Texas

Having a will is important for every adult, but especially so if you are part of a blended family. Without a will, your assets will be distributed according to a statutory formula, which may not

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