Estate Planning Resources

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

Lady Bird Deed in Texas: How It Works, Medicaid, Taxes, and Common Problems

A lady bird deed is one of the simplest ways for a Texas homeowner to pass a house to children or other family members without probate, while keeping complete control of the property for life.

Lady Bird Deed vs. Texas Transfer on Death Deed: Key Differences, Benefits, and Which Is Best for You

This article compares Texas Lady Bird Deeds and Transfer on Death Deeds, including their requirements, control during life, creditor and title issues, and relationship to a Will.

What Are the Requirements for a Valid Will in North Carolina?

This article explains North Carolina requirements for a valid Will, including testamentary capacity, intent, proper execution, witness rules, holographic and oral Wills, and notarization.

What are the Requirements of a Valid Trust in Texas?

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.

Texas Small Estate Affidavit: Eligibility, Filing Process & Requirements

Explains when heirs may use a Texas Small Estate Affidavit instead of formal probate, including the estate-value limit, required information, exempt property, and filing process.

Famous Wills and What They Teach Us

Wills are something all of us should have. But we do not like to think about them because they force us to recognize our mortality and plan for events we would rather not consider. Because

Estate and Gift Tax in 2026: The $15 Million Exemption, Gifts and Portability

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.

Who Are the Heirs of a Single Person Who Dies Without a Will in Texas?

Explains how Texas intestacy law distributes property when an unmarried person dies without a Will, descendants, or surviving parents, including sibling and niece-and-nephew inheritance examples.

Dallas Estate Planning Attorney for Wills, Trusts, and Family Protection

Estate planning gives residents of Dallas a way to make important decisions before a crisis occurs. A well-structured plan can address who receives your property, who manages financial matters if you become incapacitated, who can

Estate Planning in The Woodlands, TX: Blended Families, Retirement, and the Family Home

Many families in The Woodlands are at a stage of life where estate planning becomes pressing. Children are grown, retirement accounts have become the largest asset on their balance sheet, and many couples are blending

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