Estate Planning Resources

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

Protecting Your Children’s Inheritance with a Trust

When people hear about trust funds, they often imagine very wealthy people leaving vast sums of wealth to their children. But it’s not necessary to have a fortune to establish a trust. In fact, if

Estate Planning for Intangible Treasures

One year for Christmas, my mother-in-law gave my children a “Chat Pack.” It’s a box of cards with simple questions designed to start conversations. My children are all now adults, but they they were younger,

Special Needs Trusts FAQs: Answers for Parents of Children with Special Needs

If you are a parent of a child with special needs, a special needs trust (SNT) should be an essential part of your estate planning. Without one, leaving assets directly to your child—whether through a

What are the Requirements of a Valid Will in Texas?

Texas attorney Rania Combs discusses the statutory requirements of a valid holographic Will and a valid typewritten Will in Texas.

Can I Disinherit My Spouse In Texas?

Texas is a community property state. The law presumes that all property acquired during the marriage belongs equally to both spouses, unless it was received by gift, inheritance, or descent. If you have a valid

Estate Planning for Same-Sex Couples

Same-sex marriage has been legal nationwide since 2015, when the Supreme Court decided Obergefell v. Hodges. And in 2022, Congress added another layer of protection by passing the Respect for Marriage Act , which repealed

What is a Living Will?

A Living Will, also known as a Texas Dreictive to Physicials and Family or Surrogates , is a document that allows you to express your wishes about when life-sustaining treatment should be administered or withheld

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

North Carolina has specific legal requirements that must be met for a Will to be valid. A Will is valid when the person signing is at least 18 and of sound mind, intends the document

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

Both Lady Bird Deeds and Texas Transfer on Death Deeds (TODDs) are essentially beneficiary designations for your real estate. Both Lady Bird Deeds and Texas Transfer on Death Deeds (TODDs) allow property owners to transfer

How Texas Law Protects Privacy in Probate

One factor that often motivates people to choose a revocable trust over a Will is privacy. Assets held in a trust pass to beneficiaries without going through probate, which means there’s no public filing of

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