- home
- Resources
Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
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.
- Rania Combs
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.
- Rania Combs
The article explains how Texas intestacy laws treat half-siblings, full siblings, and step-siblings when someone dies without a Will and how a Will or Trust can provide different inheritance instructions.
- Rania Combs
The article explains how independent trustees, discretionary distributions, broad beneficiary classes, indefinite trust terms, and careful administration can strengthen asset protection trusts in Texas and North Carolina.
- Rania Combs
Ian Berg’s story illustrates why advance directives should clearly address life-sustaining treatment, quality of life, and decision-making when someone cannot communicate.
- Rania Combs
This article explains how per stirpes, per capita, and per capita with representation distributions divide an estate among children, descendants, and other heirs under the examples discussed.
- Rania Combs
Using a storyline from The Pitt, this article explains how advance directives, medical powers of attorney, and co-agents can affect healthcare decisions in Texas and North Carolina.
- Rania Combs
This article explains how spendthrift trusts can protect beneficiaries’ inheritances from misuse and certain creditor claims, including their creation and limitations under Texas law.
- Rania Combs
FinCEN’s interim final rule narrows Corporate Transparency Act reporting by exempting U.S.-formed entities and limiting requirements for certain foreign entities.
- Rania Combs
This article explains how to structure see-through trusts for retirement accounts and compares conduit and accumulation trusts based on tax efficiency, control, and asset protection.
- Rania Combs
Search
Topics
Ready to get started?
Let's Create a Plan That Works for You
From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.