Estate Planning Resources

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

Estate Planning in San Antonio, TX: Military Families, SGLI, and Bexar County Probate

San Antonio has one of the largest military communities in the country. Joint Base San Antonio brings together Fort Sam Houston, Lackland, and Randolph, and thousands of retirees stay in the area after their last

Estate Planning in Houston: How to Protect Your Family and Your Future

Estate planning is about much more than deciding who receives your property after you die. A well-designed estate plan can help protect your family, preserve your assets, prepare for unexpected incapacity, and make your wishes

Can I Use AI to Write My Will?

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

Common Terminology in Wills and Estate Planning

This article explains common Will and estate-planning terms involving Wills, people, property, trusts, family relationships, probate, and Will validity in plain English.

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.

Free Texas Will Forms

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.

How Much Money Can I Give Without Paying Gift Tax?

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.

Texas Durable Power of Attorney: Validity, Bank Acceptance, and Revocation

This article explains Texas Durable Power of Attorney requirements, including durability language, notarization, mental capacity, and when an agent’s authority begins.

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.

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