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… Read More

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… Read More

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

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

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

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

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

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