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Buying a Home with Someone Other than a Spouse? Be Mindful.
April 2nd, 2025
Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other than a spouse, such as a friend, relative, or significant other. Although this arrange…
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What You Can Learn from the Leno Conservatorship Proceedings
June 19th, 2024
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if they were alive but unable to manage their own affairs (in other words, if they a…
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Corporate Transparency Act Update
June 12th, 2024
Under the Corporate Transparency Act (CTA), which took effect January 1, 2024, many business entities including small limited liability companies (LLCs) and partnerships are required to file reports with the Treasury Department’s Financial Crime En…
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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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Will the Corporate Transparency Act Apply to You?
November 29th, 2023
Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government including details regarding the ownership of their entity. The CTA was enacte…
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Four Important Considerations If You Win the Lottery
July 5th, 2023
On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment of $997.6 m…
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Have an Etsy Store? Make Sure It Is Properly Protected
June 28th, 2023
The online marketplace Etsy has gone from a niche craft seller to one of the largest commerce companies in the world. Etsy has millions of active sellers worldwide, most of whom are based in the United States. Many Etsy store sellers rely on the site…
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What Happens to Elvis Presley's Legacy Now?
April 28th, 2023
Elvis Presley, the King of Rock and Roll, died in 1977. Like most celebrities of his stature, he left behind a complicated legacy—and a considerable estate. Elvis’s estate, including Graceland, ended up in the hands of his only child, Lisa Marie…
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“For the 99.5% Act": A Look at Proposed Changes and Estate Planning
June 7th, 2021
On March 21, 2021, Rep. Jimmy Gomez and Sen. Bernie Sanders introduced a new bill into Congress called, “For the 99.5% Act.” The bill’s introduced form is only 18 pages long, but its potential impact on federal estate and gift tax l…
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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