Estate Planning Resources

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

Frequently Asked Questions About Texas ABLE Accounts

This article explains Texas ABLE account eligibility, contributions, qualified disability expenses, ownership, taxation, benefit protections, and distribution after the beneficiary’s death.

What Is a Texas Living Will?

This article explains how Texas living Wills work, including who can sign one, when it takes effect, how to revoke it, and how it differs from a medical power of attorney and DNR order.

Estate Planning for the Unexpected

This article provides a pre-vacation checklist for reviewing estate planning documents, guardianship choices, beneficiary designations, insurance coverage, and family communications.

What is a Miller Trust?

This article explains how a Miller Trust, or Qualified Income Trust, may help a Texas nursing home Medicaid applicant meet the income cap and outlines the trust’s requirements, trustee rules, and required distributions.

Who Can Apply for Probate and Serve as Executor in Texas?

This article explains who may apply to probate a Will in Texas, who has priority to serve as Executor or Administrator, and which qualifications and disqualifications apply.

Do Trusts Protect Assets From Creditors in North Carolina?

North Carolina trusts generally do not protect a settlor's own assets from creditors, but properly structured spendthrift and discretionary trusts can help protect a beneficiary's inheritance.

Do Trusts Protect Assets From Creditors in Texas?

This article explains why revocable living trusts generally do not protect a person's own assets from creditors in Texas and how properly structured spendthrift trusts may protect an inheritance for beneficiaries.

Updating, Revoking, or Replacing a Will in North Carolina

This article explains when to review a North Carolina Will and how to update, revoke, replace, or partially revoke it through a codicil, later writing, or specified physical acts.

Updating, Revoking, or Replacing a Will in Texas

This article explains when to review a Texas Will and how to update, revoke, or replace it, including rules for codicils, handwritten changes, holographic Wills, and estate planning after divorce.

Holographic Wills in Texas: Handwritten, Oral & Video Wills

Explains when a handwritten Will can qualify as a Texas holographic Will, why printing or typed language creates risk, and how witness, notarization, oral-Will, and video-Will rules differ.

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