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Florida's Elective Share: Why a DIY Approach Usually Does Not Work When Disinheriting Your Spouse
February 23rd, 2018
Imagine that two people, later in life, decide to get married. Both of them have their own wealth and savings. They each have established large retirement accounts, and they have savings set aside they want to pass to their children. Sure, they want…
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Tags: Florida
Let’s Talk About Love*: Is a Simple “I Love You Will” Enough?
February 13th, 2018
Many general legal practitioners will offer an “I love you will” to their married clients as a simple—and less expensive—means of estate planning. After all, simple sounds nice. And less expensive often gets people in the door. And who do…
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Tags: Florida
Wrongful Death and Your Estate
February 6th, 2018
Most people have heard about personal injury lawsuits (and we’ve almost all seen the commercials). Someone brings these lawsuits when he is injured, for example, due to someone else’s negligent or intentional act. The damages are, in essence, int…
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Tags: Florida
Business Succession: Does Your Estate Plan Include Your Business?
January 30th, 2018
Only about ten percent of business owners have a business succession plan. Another thirty percent have only an informal plan. Thus, when it comes to estate planning, too often, owners of small businesses fail to plan for what happens to the business…
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Tags: Florida
Five Key Times to Evaluate Your Estate Plan
January 8th, 2018
Life can change daily. Sometimes our focus on what is immediately in front of us is all we can see. Thus overlooking how life changes affect our estate plan is easy. As this new year begins, let’s take a look again at five key times to evaluate…
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Categories: Hiring an Attorney
Tags: Florida
Who Needs an Estate Plan? Everyone!
December 9th, 2017
If you already have an estate plan, well done! Granted, life brings changes. Those changes can necessitate updates to your plan. Your estate-planning attorney can help make sure your wishes remain in effect. For everyone else, we often see two types…
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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…
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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…
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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…
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Tags: Florida
Five Key Times to Evaluate Your Estate Plan
May 27th, 2016
Life changes daily, it seems sometimes. Often, when those events take place that bring such change, we can be so focused on the change in circumstance, it’s easy to overlook how our estate plan might need to change too. Here are five key times…
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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