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“For the 99.5% Act

“For the 99.5% Act": A Look at Proposed Changes and Estate Planning

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… Read More
Red RISK cube blocks stop falling blocks protect house showing risk for co-ownership.

Property Co-Ownership Can Be Risky

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&… Read More
Update Your Estate Plan t…

Update Your Estate Plan to Cover Pandemics

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… Read More
What It Means To Become a…

What It Means To Become a Fiduciary

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… Read More
Roses in cemetery with people in the background. Funeral in cemetery; White roses in cemetery. Prayer at the tomb. Funeral ceremony. White roses at funeral near the grave.

Planning Your Funeral or Memorial Service

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… Read More
Categories: Burial Plans, Trusts, Wills
Business Succession Pic

Business Succession: Does Your Estate Plan Include Your Business?

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… Read More
Learn how using a Trust can help you take care of your elderly parents in Florida.

Using a Trust to Provide Care for Your Elderly Parents

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… Read More
Use a Trust to Protect Your Money From Young Adults' Bad Decisions in Florida.

Using a Trust to Keep Money Safe from Young Adults' Bad Decisions

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… Read More
Dividing Propety for Blended Families

The Blended Family: Considerations for Dividing Property

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… Read More
Categories: Trusts, Wills
Protecting Your Legacy

Using a Trust to Protect Your Legacy from Your Children's Ex-Spouses

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… Read More

Attorney Jana McCreary

Jana R. McCreary's Profile Image
Houston Estate Planning and Elder Law Attorney Jana R. McCreary has been an attorney for over eighteen years, a career move she made after working for over a decade with adults and children with intellectual disabilities and mental illness. Graduatin… Read More

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