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Estate Planning Resources
Articles and guides to help you understand your options for protecting your family and your assets in Texas and North Carolina.
If you tell an AI chatbot to create a will for you, it will generate something that looks like a valid legal document within seconds. Depending on how you prompt it, it may include the
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This article explains common Will and estate-planning terms involving Wills, people, property, trusts, family relationships, probate, and Will validity in plain English.
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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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This article explains how Texas Supreme Court Will forms work, who may use them, their limitations, and why some Texans need individualized estate-planning advice.
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The donor, not the recipient, pays federal gift tax. In 2026 you can give $19,000 per person tax-free; larger gifts count against the $15 million lifetime exemption.
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This article explains Texas Durable Power of Attorney requirements, including durability language, notarization, mental capacity, and when an agent’s authority begins.
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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.
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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.
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This article explains North Carolina requirements for a valid Will, including testamentary capacity, intent, proper execution, witness rules, holographic and oral Wills, and notarization.
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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.
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