Estate Planning Resources

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

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?

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

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.

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 loved it when

How Do I Revoke a Will in Texas?

If your life has changed since your signed your will likely needs to change too. Marriage, divorce, the birth or adoption of a child, a move to another state, and big inheritance, or simply a

Who Manages an Estate After Someone Dies?

Losing a loved one can feel overwhelming. Besides enduring grief, many families wonder who will be responsible for handling the legal and administrative burden of settling their loved one’s estate and transferring property to their

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