Resources

What is the Difference between a Lady Bird Deed and Transfer on Death Deed?

Both Lady Bird Deeds and Texas Transfer on Death Deeds are essentially beneficiary designations for your real estate.  Lady Bird Deeds are a product of common law, whereas Transfer…

How to Spot, Avoid, and Report Coronavirus Scams

Beware. Con artists are using fears and uncertainty surrounding the COVID-19 pandemic to commit fraud. According to the Federal Trade Commission (“FTC”), Americans have filed more than 200,000…

The Blessing of Planning Ahead

Many years ago, I wrote an article called: What What You Do If You Had 46 Days to Live? It referenced an article about a man named Rob Jaffe,…

Exciting News Amid A Pandemic

I have some exciting news to share: Last month, I was sworn in as a member of the North Carolina Bar! That means that in addition to…

Do Typewritten Wills Have To Be Witnessed If They Are Notarized?

Her mother signed a typewritten Will six months before she died. The Will had the correct formatting and included all the appropriate sections. It clearly identified all her…

Powers of Attorney Protect College Students During a Pandemic

My daughter graduated from high school a few weeks ago in an unusual ceremony. Our family drove up to the school building, exited our car, entered the…

Special Needs Trusts FAQs

If you are a parent of a child with special needs, you need special estate planning. Why? Because if you leave assets directly to your  child,…

Can Agent Override Decisions of Person Granting Power of Attorney?

Con artists often target the elderly because isolation and declining cognitive ability makes them more vulnerable to fraud. Consumer Reports estimated that seniors and their families…