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Articles
Ways You Can Revoke a Will
March 29th, 2023
A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an advance healthcare directive) is a foundational estate planning document. However, according to Gallup, only 46 percen…
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Have You Chosen the Right Trustee?
March 22nd, 2023
Whether you are reviewing your existing trust or creating a new one, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust i…
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Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First
March 15th, 2023
Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they think it is a way of easily transferring their wealth if something happens to them.…
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Estate Planning Issues for the Modern Family
March 8th, 2023
As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course of the series, the show addresses many issues that families deal with each day. For a close-knit…
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The Pros and Cons of Probate
March 1st, 2023
In estate planning circles, the word probate often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial planners and others recommend trying to keep accounts and property out of pr…
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Your Travel Planning Team for Your Next Adventure
February 22nd, 2023
When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how much you are willing to pay, and the most convenient times to travel. While making travel…
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Categories: Estate Planning
What Is the Effect of an Unrecorded Deed?
February 15th, 2023
A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the grantee). In many cases, this transfer occurs due to the property being sold, with the seller transferring the property…
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Red Flags When Hiring a Professional To Be Your Trustee
February 6th, 2023
When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are no longer able to manage it (also known as your successor trustee). Because a trustee’s w…
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Three Tips for Overwhelmed Executors
January 24th, 2023
While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, it can often be a sobering and daunting responsibility. Being an executor requires a high level of organization, foresight, and attent…
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Goodness Gracious! Celebrity Estate Plans: What Jerry Lee Lewis's Plan Could Look Like
January 13th, 2023
The news of Lisa Marie Presley’s death is fresh. Although many are already speculating, we don’t know exactly what her estate looks like. But it calls up another recent loss to the music world and that celebrity estate plan: Jerry Lee Lew…
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Categories: Estate Planning
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