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Who Should Be the Trustee of a Third-Party Special Needs Trust (SNT)?
May 15th, 2024
Family members with special needs may require assistance throughout their lives. If you want to ensure that a loved one with a disability is taken care of after you are gone, you can help manage resources for them by using a third-party special needs…
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Five Essential Legal Documents You Need for Incapacity Planning
April 10th, 2024
Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also addresses incapacity and appoints people to make legal, financial, and medical decisions…
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Will and Estate Administration Details that TV and Movies Get Wrong
April 3rd, 2024
While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely accurate. Creators of television programs and movies will often alter details of a story or situation to provide an…
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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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What Is the Difference Between a Probate and Trust Administration Attorney and an Estate Planning Attorney?
February 28th, 2024
Estate planning attorneys and probate and trust administration attorneys play crucial but distinct roles in the legal processes involving legacy planning, asset distribution, and wealth preservation. Estate planning attorneys focus on creating a plan…
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What Happens to Real Estate With a Mortgage When I Die?
February 14th, 2024
Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has an outstanding loan to a beneficiary in your will or trust, your beneficiary will inherit not only the property but also the outstandin…
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My Spouse Died . . . and Now I Have My Own Survivor's Trust?
January 31st, 2024
Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide greater flexibility, but a joint trust can be str…
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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
What Is the Last Surviving Spouse Rule in an Estate Tax Situation?
January 24th, 2024
Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing any estate tax, which can substantially affect the distribution of money and property to a married coupl…
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The Testamentary Trust: The Best of Both Worlds
January 17th, 2024
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust is the best way to go, while others think that a last will and testament (commonly known as a will) is best under ce…
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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