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AB Trusts—Do You Need to Get Rid of Yours?
July 30th, 2025
If the last time you and your spouse updated your estate plan was more than a decade ago, your estate plan may contain what is sometimes referred to as AB trust planning, which, until 2011, was the only way married couples could take advantage of bot…
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Does Treating Your Children Fairly Mean Unequal Inheritances?
July 23rd, 2025
When thinking through their estate plan and how they want their assets (money and property) managed after they pass away, most parents wish to treat their children equally, often out of a sense of fairness. However, sometimes being fair or doing what…
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Four Tips to Avoid a Will Contest
July 16th, 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 will contest and potentially a disastr…
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Minimalism May Be Great for Your Stuff and Finances but Not for Your Estate Planning
July 9th, 2025
Minimalism is a hot topic these days, but a minimalist “less is more” mindset for estate planning can leave you and your loved ones unprotected. An estate plan is one area of your life where you should lean into chaos and assert control, not by r…
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Want to Disinherit Someone? This Is What You Need to Know
June 18th, 2025
Disinheritance—the intentional exclusion of a family member, usually a child or spouse, from receiving part of your estate after your death—is more common than you might think. It is also easier than you might think to disinherit a loved one, wit…
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Three Asset Protection Tips You Can Use Now
June 4th, 2025
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tena…
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Five Reasons Uncle Bill May Not Make a Good Trustee (and Maybe a Corporate Trustee is a Better Choice)
May 28th, 2025
If you have created a trust that you intend to last for decades, choosing the right trustee is critical to ensuring the trust’s longevity and ultimate success. Initially, you may think that a family member (for example, Uncle Bill to your children,…
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How an Inheritance Can Help with Loved Ones' Educational Costs
May 21st, 2025
A primary goal of estate planning is to provide financially for your loved ones. One way to ensure they are set up for lifelong success is to create an estate plan that allows an inheritance to help with your loved ones’ educational costs. High…
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Where Is the Best Place to Store Your Original Estate Planning Documents?
April 30th, 2025
Estate planning attorneys are often asked where original estate planning documents—wills, trusts, powers of attorney, and healthcare directives—should be stored for safekeeping. While there is no right or wrong answer to the question of where you…
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Should I Include My Unborn Child in My Estate Plan?
April 23rd, 2025
Estate planning is an exercise in anticipating potential future events that could affect your plans for what happens if you become incapacitated (unable to manage your own affairs during your lifetime) and how your assets (property and accounts) will…
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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