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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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Who Should Be the Trustee of a Third-Party Special Needs Trust (SNT)?
May 15th, 2024
Family members with special needs may require assistance throughout their lives. If you want to ensure that a loved one with a disability is taken care of after you are gone, you can help manage resources for them by using a third-party special needs…
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What to Do When Incapacity Throws Your Estate Plan into Chaos
May 1st, 2024
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car accident, sudden illness, workplace injury, or chro…
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Five Essential Legal Documents You Need for Incapacity Planning
April 10th, 2024
Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also addresses incapacity and appoints people to make legal, financial, and medical decisions…
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Will and Estate Administration Details that TV and Movies Get Wrong
April 3rd, 2024
While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely accurate. Creators of television programs and movies will often alter details of a story or situation to provide an…
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Beware of Nonlawyers Acting Like Lawyers
March 13th, 2024
Contributor: Jana R. McCreary
When people think about creating an estate plan, they may think it just involves getting a set of forms that convey their wishes regarding their finances, health, and what will happen to their stuff when they die. Although the documents that comprise…
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What Is the Difference Between a Probate and Trust Administration Attorney and an Estate Planning Attorney?
February 28th, 2024
Estate planning attorneys and probate and trust administration attorneys play crucial but distinct roles in the legal processes involving legacy planning, asset distribution, and wealth preservation. Estate planning attorneys focus on creating a plan…
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Collecting A Debt on Behalf of Your Deceased Loved One
September 20th, 2023
People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive payback of that debt, the m…
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Three Important Concerns Self-Employed Individuals Should Address
August 16th, 2023
Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the average worker, a lot of responsibilities lie on your shoulders. Working together, we can craft a comprehensive est…
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What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
July 12th, 2023
It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, it is also true that our online accounts can outlive us, and even live in perpetuity. Having…
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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