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Estate Planning Is About Knowing Your Priorities
July 10th, 2024
Thinking about the world and how our loved ones will fare after we pass away can be very difficult. Although we all know that we will pass away at some point, this is not something most people like to dwell on. However, by proactively planning and pr…
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Is it time to Update Your Estate Plan?
June 26th, 2024
Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time. But because life is full of changes, it is important to…
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Categories: Estate Planning, General News, Planning for Minor Children, Powers of Attorney, Trusts, Wills
Who Will Care for Your Child When You Cannot?
April 24th, 2024
As a parent, you are responsible for the care of your minor child. In most circumstances, this means getting them up for school, making sure they are fed, and providing for other basic needs. However, what would happen if you and your child’s other…
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Don’t Let This Crucial Question Derail Your Estate Plan: Outright or in Trust?
March 27th, 2024
Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive th…
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Celebrating International LEGO Day Jan 28
January 28th, 2024
Mark your calendars: January 28 is International LEGO day, which celebrates the date when the patent for the globally famous plastic brick system was filed. Since the 1940s, people have been creating their own worlds, brick by brick, with LEGOs. With…
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Categories: Estate Planning, General News, Miscellaneous, News, Planning for Minor Children, Trusts, Wills
How Far in Advance Can I Begin My Estate Planning?
October 25th, 2023
You can create your estate plan at any time, but many people choose to begin the process of estate planning sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike that will require someone…
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Could a Testamentary Trust Be What Your Loved Ones Need?
September 6th, 2023
One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) instead of relying on a will to transfer their money and property to their beneficiaries is to avo…
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Are You Single with a Minor Child? If So, You Need a Plan
May 17th, 2023
You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care for them. By creating an estate plan, you can address your minor child’s care and custody and provide…
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Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First
March 15th, 2023
Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they think it is a way of easily transferring their wealth if something happens to them.…
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529 Plan Changes for the FAFSA Form and What It Means for Grandparents (and Grandaunts)
February 9th, 2022
For grandparents who want to leave a legacy to their grandchildren (or grandaunts, such as myself, who wants to help out with the costs for grandnieces and grandnephews), the gift of a 529 college savings plan is an option. Not only can opening a 529…
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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