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Articles
Three Asset Protection Tips You Can Use Now
June 4th, 2025
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tena…
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Five Reasons Uncle Bill May Not Make a Good Trustee (and Maybe a Corporate Trustee is a Better Choice)
May 28th, 2025
If you have created a trust that you intend to last for decades, choosing the right trustee is critical to ensuring the trust’s longevity and ultimate success. Initially, you may think that a family member (for example, Uncle Bill to your children,…
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How an Inheritance Can Help with Loved Ones' Educational Costs
May 21st, 2025
A primary goal of estate planning is to provide financially for your loved ones. One way to ensure they are set up for lifelong success is to create an estate plan that allows an inheritance to help with your loved ones’ educational costs. High…
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HIPAA: An Overview for Young Adults
May 14th, 2025
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and preserving privacy. This is usually a nonissue for minors because pare…
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Be Careful Relying on Life Insurance to Provide for Loved Ones
May 7th, 2025
About half of Americans have a life insurance policy. The primary reason people purchase life insurance is to fund burial and other final expenses. However, a policy can help pay for much more, such as replacing lost income, paying off debts, equaliz…
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Categories: Estate Planning
Where Is the Best Place to Store Your Original Estate Planning Documents?
April 30th, 2025
Estate planning attorneys are often asked where original estate planning documents—wills, trusts, powers of attorney, and healthcare directives—should be stored for safekeeping. While there is no right or wrong answer to the question of where you…
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Should I Include My Unborn Child in My Estate Plan?
April 23rd, 2025
Estate planning is an exercise in anticipating potential future events that could affect your plans for what happens if you become incapacitated (unable to manage your own affairs during your lifetime) and how your assets (property and accounts) will…
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Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan
April 16th, 2025
Last week, we shared tips for avoiding a will contest. In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, the matriarch or patriarch dies. Suddenly, y…
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Four Tips to Avoid a Will or Trust Contest
April 9th, 2025
Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight by helpin…
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Buying a Home with Someone Other than a Spouse? Be Mindful.
April 2nd, 2025
Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other than a spouse, such as a friend, relative, or significant other. Although this arrange…
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Attorney Jana McCreary
Houston Estate Planning Attorney Jana R. McCreary has been an attorney for over twenty years, a career move she made after working for over a decade with adults and children with intellectual disabilities and mental illness. Graduating summa cum laud… Read More