Menu
Principal Office, Houston Texas Remote Services, Texas and Florida
(by appointment only)
713.568.8600
(by appointment only)
713.568.8600 | 904.425.9046
Articles
Step Into My Shoes: More Key Benefits of Using a Comprehensive Power of Attorney (Part II)
April 28th, 2017
A power of attorney authorizes your agent to, essentially, step into your shoes (no matter whether you prefer sneakers or pumps) in order to handle your affairs and conduct business on your behalf. This business includes the business of your everyday…
Read More
Categories: Powers of Attorney
Tags: Florida
Four Key Benefits of Using a Comprehensive Power of Attorney (Top Benefits, Part I)
April 25th, 2017
Having talked about some of the basics of powers of attorney in the last post, let’s count down some of the top benefits of having a comprehensive power of attorney as part of your well-planned estate. 1. Avoid the necessity of a guardianship or co…
Read More
Categories: Powers of Attorney
Tags: Florida
Powers of Attorney: Some Basic Principles for Principals
April 9th, 2017
Powers of attorney do not refer to how much your attorney can bench press or lift. Instead, a power of attorney is a document that identifies and gives power to a person to make decisions for you in the case of incapacity. The benefits of a highly de…
Read More
Categories: Powers of Attorney
Tags: Florida
The Blended Family: Providing for Spouses, Children and Stepchildren
March 28th, 2017
When dividing property, fairness is essential, but it’s also subjective. Thinking about wills and who you want to inherit your assets is difficult for anyone, but the process is more complex for blended families. Some of the same rules apply. M…
Read More
Tags: Florida
Can We Talk? Having the Needed Conversations with Potential Guardians
February 8th, 2017
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…
Read More
Tags: Florida
Don’t Let These Four Key Account Types Fall Through the Cracks: Name Your Beneficiaries
January 25th, 2017
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…
Read More
Are You Planning a Legacy or a Mess?
January 17th, 2017
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…
Read More
Tags: Florida
The Blended Family: Who is your Health Care Surrogate?
October 19th, 2016
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…
Read More
Categories: Health Care Surrogates
Tags: Florida
Using a Trust to Provide Care for Your Elderly Parents
September 30th, 2016
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…
Read More
Using a Trust to Keep Money Safe from Young Adults' Bad Decisions
September 23rd, 2016
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…
Read More
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