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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