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Understanding Estate Planning
March 8th, 2021
You may think that estate planning is for the very wealthy; however, for a better understanding of estate planning, you should know that it is actually for everyone. In the eyes of the law, an estate is simply the aggregate of property a person owns,…
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Categories: Estate Planning
Passing On Personal Property
February 22nd, 2021
You feel good that your estate plan is all set. It will take care of your home, savings, and investments, making sure that your family will get those valuable estate items fairly and efficiently. Depending on the level of planning, your plan might al…
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Categories: Estate Planning
What It Means To Become a Fiduciary
February 8th, 2021
In your lifetime, you may be asked to act on behalf of a family member or friend. This could be being named as agent under a power of attorney, as executor under a will, or as trustee for a trust, for example. Then, if that person who named you becom…
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Blended Families And Estate Planning
February 1st, 2021
Estate planning for blended families is a complex subject. Many couples often bring children into a marriage from a prior relationship, and sometimes they also then have children together. This mix of children and new spouses is referred to as a blen…
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Categories: Estate Planning
Seven Bad Excuses People Use to Put Off Estate Planning
January 28th, 2021
Can’t we put off planning until we can afford it? My family and I don’t own much. You really shouldn’t. It is crucial to give legal authority to a person of your choice whether to make decisions for you in a medical crisis, to handle your finan…
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Categories: Estate Planning
The Importance of Talking to Your Kids About Their Inheritance
January 26th, 2021
Failing to talk to kids about how much they may inherit could leave them unprepared to handle even a modest amount, and often results in the money being squandered quickly.
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Categories: Estate Planning
Think Twice Before Tackling Estate Planning Documents on Your Own
January 4th, 2021
A common question many people ask is: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” Yes, you can. But you should not. It’s just not a goo…
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Categories: Estate Planning
Checking up on Your Estate Plan
December 21st, 2020
You should be checking up on your estate planning documents every so often to make sure they’re still good—especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, prope…
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Categories: Estate Planning
What are the Differences Between Wills and Trusts
December 10th, 2020
Trusts and Wills have specific and quite different benefits for estate planning purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should comp…
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Categories: Estate Planning
Four Estate Planning Steps to Take Right After an Alzheimer’s Diagnosis
November 23rd, 2020
If you or a loved one has been diagnosed with Alzheimer’s disease, it is important to start planning immediately. There are several essential documents to help you once you become incapacitated, but if you don’t already have them in place, you ne…
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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