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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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Choosing Beneficiaries and Keeping it Beneficial
January 6th, 2016
With the start of a new year, we often take time to reflect on the past, look forward to the future, and generally set goals to get our houses in order—whether our physical houses, our fitness houses, or our financial houses. One of those areas in…
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New Florida Laws Broaden Health Care Surrogate Designations
October 1st, 2015
Beginning October 1, Florida parents now are able to designate a person to make health care decisions for their minor children in case the parent is unable to be reached. Additionally, the traditional health care surrogate designation for adults can…
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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