Estate Planning Resources

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

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.

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

This article explains North Carolina requirements for a valid Will, including testamentary capacity, intent, proper execution, witness rules, holographic and oral Wills, and notarization.

Famous Wills and What They Teach Us

Wills are something all of us should have. But we do not like to think about them because they force us to recognize our mortality and plan for events we would rather not consider. Because

Dallas Estate Planning Attorney for Wills, Trusts, and Family Protection

Estate planning gives residents of Dallas a way to make important decisions before a crisis occurs. A well-structured plan can address who receives your property, who manages financial matters if you become incapacitated, who can

Estate Planning in The Woodlands, TX: Blended Families, Retirement, and the Family Home

Many families in The Woodlands are at a stage of life where estate planning becomes pressing. Children are grown, retirement accounts have become the largest asset on their balance sheet, and many couples are blending

Who Makes Medical Decisions in Texas If There Is No Medical Power of Attorney?

Explains the statutory process for medical-treatment consent in Texas when no guardian or medical-power-of-attorney agent is available, and why naming an agent provides more control.

Who Can Make Funeral Arrangements in Texas When There Isn’t a Will?

Identifies the people who may control funeral arrangements in Texas when no written designation exists, the statutory order of priority, and the deadlines for acting.

Estate Planning for Intangible Treasures

An ethical will is a nonbinding letter, recording, video, or audio message used to pass family values, life lessons, stories, traditions, and love to future generations.

Does Property Passed by Transfer on Death Deed Receive a Step-Up in Basis?

The article explains that Texas property transferred by a transfer on death deed at the donor’s death should receive a step-up in basis while bypassing probate.

What to Do With Your Estate Planning Documents After You Sign Them

After signing estate planning documents, store the originals securely, tell key people where they are, fund any revocable trust, review beneficiary designations, and revisit the plan periodically.

Search

Topics

Ready to get started?

Let's Create a Plan That Works for You

From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.

Get a Free Consultation