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Property Co-Ownership Can Be Risky
April 26th, 2021
Too often, people try to circumvent probate challenges by deeding property away to someone else during their lives or by putting someone else on the deed to their home. Also too often, doing this leads to unintended consequences and higher attorneys&…
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Update Your Estate Plan to Cover Pandemics
April 5th, 2021
The World Health Organization (WHO) gave name to the disease causing the novel coronavirus outbreak on February 11, 2020. The coronavirus disease of 2019 shortly after became known by its abbreviation, CO for corona, VI for virus, D for disease, and…
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What It Means To Become a Fiduciary
February 8th, 2021
In your lifetime, you may be asked to act on behalf of a family member or friend. This could be being named as agent under a power of attorney, as executor under a will, or as trustee for a trust, for example. Then, if that person who named you becom…
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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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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