Only about ten percent of business owners have a business succession plan. Another thirty percent have only an informal plan. Thus, when it comes to estate planning, too often, owners of small businesses fail to plan for what happens to the business…
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In a recent Instagram post, a question was posed about a DPOA vs HCS. Do you know the difference between a Durable Power of Attorney and a Health Care Surrogate Designation? A Durable Power of Attorney is a document used to grant power to a person to…
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Life can change daily. Sometimes our focus on what is immediately in front of us is all we can see. Thus overlooking how life changes affect our estate plan is easy. As this new year begins, let’s take a look again at five key times to evaluate…
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Several news sources in December covered the revelation about David Cassidy’s will: he disinherited his daughter. When I saw this story about David Cassidy, two things jumped out. What his family might have wanted to be a private issue is now publi…
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December can be, for many of us, a difficult time of year. As we lose family members and friends over the years, holidays often remind us of those losses. Personally, this is the first Christmas I’m headed to Texas since the last Christmas I wa…
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If you already have an estate plan, well done! Granted, life brings changes. Those changes can necessitate updates to your plan. Your estate-planning attorney can help make sure your wishes remain in effect. For everyone else, we often see two types…
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The probate process in Florida has garnered quite a negative reputation as lengthy, expensive, and sometimes bitter. In some instances, that reputation is deserved. Then again, just one bad experience can sully a lot of people’s opinions, especiall…
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McCreary Law Office is excited to announce its enhancement of the firm’s ability to help families plan and protect their legacy and their personal and healthcare security. The firm has expanded its practice area to include Elder Law and Special Nee…
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Jana R. McCreary, attorney and owner of McCreary Law Office, P.A., was the guest speaker at the May lunch meeting of Northeast Florida’s chapter of Women in Insurance and Financial Services. Ms. McCreary discussed using Standalone Retirement Tr…
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For over fifty years, May has been recognized as a month designated to honor more than just the seniors in high school or college, but also our senior citizens. First declared as Senior Citizens Month by President Kennedy in 1963 (later changed to Ol…
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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