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Four Tips to Avoid a Will or Trust Contest
April 9th, 2025
Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight by helpin…
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Who Needs an Estate Plan?
March 26th, 2025
If you are reading this, you need an estate plan. Why? The short answer is that everyone age 18 and older needs an estate plan. It does not matter whether you are old or young, have built up considerable wealth or are just entering adulthood—you ne…
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Will My Revocable Living Trust Avoid Probate? It Depends.
December 24th, 2024
If you have established a revocable living trust (which we will refer to simply as a trust), congratulations! You are on the right track in creating a comprehensive estate plan. However, you are only halfway there. Many people believe that because th…
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Can Someone Else Pay for My Estate Plan?
October 23rd, 2024
Estate planning is not just for the wealthy. Every adult should have an estate plan, yet surprisingly, most Americans do not. The perceived cost of creating one is among the most cited reasons for a lack of estate planning. The consequences of not ha…
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The Perils of Joint Ownership of Property
October 16th, 2024
People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of joint ownership, specifically with survivorship rights, is that when one owner dies, the other owner(s) will automatica…
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3 Ways to Manage Your Estate Plan Cost
October 2nd, 2024
You may think creating a simple estate plan should be easy and something you can do independently. Unfortunately, this is not often the case. Estate planning laws vary greatly from state to state, can sometimes be complicated, and constantly change.…
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To the Millennials: The Time to Plan Is Now
August 14th, 2024
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ from someone of a different generation, and we are here to help you craft an es…
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Categories: Estate Planning, Hiring an Attorney, Pet Trusts, Powers of Attorney, Probate, Trusts, Wills
Are You Ready to Move Away from Home?
July 17th, 2024
When you move away from home, it is a major milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. All of this can feel overwhelming as you simultaneously adapt to…
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Wrongful Death and Probate
July 3rd, 2024
Wrongful death lawsuits and probate proceedings are both civil legal matters that occur after somebody has died. When the death of a loved one is caused by another individual or entity, it can lead to the filing of a wrongful death lawsuit and, ultim…
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Passing the Torch: Smart Business Succession Strategies
May 22nd, 2024
For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it is critical that business owners plan for their business just as they would plan for their h…
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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