Estate planning is more than making choices. It is also about having conversations with those people you select to act for you in case of your death or disability—personal representatives, powers of attorney, and guardians, to name a few. A lot of…
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Your estate planning—that part naming whom you want to have things after you die—involves more than your will. You should also select whom you want to receive various accounts you have. These accounts can be given directly to those persons you na…
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We probably don’t actually plan a mess. But without planning, often that is what we leave. A recent book by a Jacksonville author highlights this potential pitfall. The Florida Times Union this week featured an article about a new book by Jacks…
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Ultimately, you have the right to decide what type of health care you would like to receive. You also have the right to decide whom you want to make these decisions. Blended families present some unique challenges in these situations. To help that, c…
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Using a Trust to Supplement Care for Your Elderly Parents Estate planning is for everyone. Sometimes, young adults without children assume they don’t need to plan; everything will go to their parents anyway. But as your parents age, and as you…
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A well-designed trust should protect your hard-earned assets and ensure the best outcome for each beneficiary. Young adults can be vulnerable to their own bad decisions in money, relationships, and spending; a trust can help protect their financial f…
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Estate planning for blended families is a complex subject. The process may involve unique challenges because an absolute answer for determining how property should be handled does not exist. This post will give you an overview of some property distri…
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It is of great importance for everyone to appoint a health care surrogate. If you are unable to make your own decisions, a health care surrogate is the person who steps in to make decisions for you. Discussing things in advance with your surrogate ca…
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Ah, weddings. Joy. Bliss. Love. The blending of two hearts. And two lives. And bank accounts. And assets. And one of those five reasons discussed earlier to update your estate plan. If you don’t update your estate plan before jetting off on the…
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A living trust is a useful tool for safeguarding your legacy and enabling the transfer of assets to a specific beneficiary. It can also protect against claims made by potential interlopers, such as a child’s ex-spouse. If your son’s or da…
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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