Estate Planning Resources

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

What is a Holographic Will?

A holographic Will is a handwritten Will. And there have been some strange ones. For example, can you imaging writing a will on your bedroom wall? How about the fender of your vehicle? According to

Why Gifting Powers Matter in a Durable Power of Attorney

A Durable Power of Attorney is one of the most important planning documents you will ever sign. It allows you to choose a trusted person, called your agent, to manage your financial affairs if you

Is A Fill-In-The-Blank Will Valid in Texas?

John was just about to go on vacation. He wanted to have a Will in place in case a tragic accident occurred. So, he did what many Americans do: he searched for a Will form

Is Physician-Assisted Dying Legal in the United States?

While comprehensive comfort care to manage suffering is a universally accepted standard, physician- assisted dying is only legal in fourteen states in the United States of America. I’m a big fan of HBO’s medical drama,

The Power of Beneficiary Deemed Owner Trusts for Retirement Assets

If you have a large retirement asset that you intend to pass to your beneficiaries in trust, consider updating your estate plan to include Beneficiary Deemed Owner Trusts (BDOT) provisions. In the wake of the

What Happens If You Die Without A Will in Texas?

If you die without a Will in Texas, also known as dying intestate, your property may pass in ways you may not have anticipated. That’s because when someone dies without a Will in Texas, the

Choosing an Agent to Make Health Care Decisions

A medical power of attorney allows you to appoint a trusted relative or friend to make medical decisions for you if you are unconscious or otherwise unable to make those decisions for yourself. This article

Does Texas Have an Inheritance Tax?

If you’ve recently lost a close family member and received an inheritance, you’re likely wondering whether you’ll have to pay an inheritance tax. The short answer to the question is no. Texas does not have

How Do I Figure Out the Value of My Estate for Estate Tax Purposes?

Whether you will be required to pay federal estate tax will depend on the value of your gross estate, minus your debts and liabilities. Estate tax is due on the portion of a net estate

Is Your Estate In Order?

Rania Combs discusses tips for organizing your estate so your fiduciaries have all the information they need to handle your affairs.

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