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Planning Your Funeral or Memorial Service
July 16th, 2019
Thinking about your funeral may not be fun, but planning your funeral or your memorial service in advance can be exceedingly helpful for your family. It both lets them know your wishes and assists them during a stressful time. The following are steps…
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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
Using a Trust to Provide Care for Your Elderly Parents
September 30th, 2016
Using a Trust to Supplement Care for Your Elderly Parents Estate planning is for everyone. Sometimes, young adults without children assume they don’t need to plan; everything will go to their parents anyway. But as your parents age, and as you…
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Using a Trust to Keep Money Safe from Young Adults' Bad Decisions
September 23rd, 2016
A well-designed trust should protect your hard-earned assets and ensure the best outcome for each beneficiary. Young adults can be vulnerable to their own bad decisions in money, relationships, and spending; a trust can help protect their financial f…
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The Blended Family: Considerations for Dividing Property
August 31st, 2016
Estate planning for blended families is a complex subject. The process may involve unique challenges because an absolute answer for determining how property should be handled does not exist. This post will give you an overview of some property distri…
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Using a Trust to Protect Your Legacy from Your Children's Ex-Spouses
July 18th, 2016
A living trust is a useful tool for safeguarding your legacy and enabling the transfer of assets to a specific beneficiary. It can also protect against claims made by potential interlopers, such as a child’s ex-spouse. If your son’s or da…
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Tags: Florida
Benefits of the "Stretch" in a Standalone Retirement Trust
April 20th, 2016
Instead of naming an individual as a beneficiary for your retirement account, you can help that savings grow even more by naming a standalone retirement trust. The trust then provides for your beneficiaries and distributes money each year. Some of th…
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Providing for Parents in Trust
November 18th, 2015
In 2015, NPR aired a segment on issues facing women in retirement. One of the points made is the lack of saving by many women combined with a longer life expectancy. Added to that is a complication of our mobile society: although years ago the childr…
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A Fast (but not Furious) Chat about Wills and Wrongful Death
September 29th, 2015
Some people say to me, “But I don’t need a will; I don’t have anything.” For a few people, this might apply; those persons might not now have anything in their estates that needs to be handled with a formal plan. One concern, though, is that…
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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