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McCulloch & Miller, PLLC
Houston, Texas
McCulloch & Miller is committed to providing multigenerational families with key information regarding their estate planning, retirement planning and life care planning needs.
Recent Activity
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The progressive nature of dementia makes advance directives necessary to manage the health care needs of the patient. Continue reading
Posted Jul 26, 2019 at Houston Estate Planning & Elder Law
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The fight over Conrad Prebys’ $1 billion estate continues, three years after the San Diego developer and philanthropist died. Continue reading
Posted Jul 25, 2019 at Houston Estate Planning & Elder Law
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A trust is a complex document, but taking the time to read it a few times will prove enlightening. If you have questions, call your estate planning attorney, so they can help clarify anything you don’t understand. Continue reading
Posted Jul 24, 2019 at Houston Estate Planning & Elder Law
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Notice that the title is not “if” you need to update a will, but “when.” A will is like the family pet—it can protect the house and demonstrate your love for your family. However, you have to take care of it. Continue reading
Posted Jul 23, 2019 at Houston Estate Planning & Elder Law
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It’s not how much you earn, but how much you keep that makes the difference in lifestyle and retirement. Keep more of your hard-earned money, by making fewer money mistakes. Continue reading
Posted Jul 22, 2019 at Houston Estate Planning & Elder Law
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When Gloria Vanderbilt died at age 95, it was truly the end of an era. However, her son Anderson Cooper reports that he won’t inherit any money from his mother. Continue reading
Posted Jul 19, 2019 at Houston Estate Planning & Elder Law
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Parents of special needs children need to be especially proactive about planning for the future. Their planning should start with an estate plan, that includes a Special Needs Trust. Continue reading
Posted Jul 18, 2019 at Houston Estate Planning & Elder Law
This bizarre story of an estate battle concerns a man who wanted to be driven to local pubs, a taxi driver and the passenger’s significant other. Continue reading
Posted Jul 17, 2019 at Houston Estate Planning & Elder Law
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There were a lot of headlines after Kenny Goss and George Michael’s former lover Fadi Fawaz were cut out of the late singer’s will. Fawaz is now reported to be planning to contest the will. Continue reading
Posted Jul 16, 2019 at Houston Estate Planning & Elder Law
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Aging celebrities are just as vulnerable as regular people, when it comes to elder financial abuse. The major difference is that their stories are reported in the news. Continue reading
Posted Jul 15, 2019 at Houston Estate Planning & Elder Law
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Almost every type of income comes with a tax consequence. Capital gains and dividends are both income but they are treated differently when it comes to taxes. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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Think of trusts like the Swiss army knives of estate planning. There are many different trusts that are used to accomplish many different tasks. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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Having a durable power of attorney in place makes sense for some people. If you unexpectedly became ill or incapacitated, this would allow someone to take over your finances, including paying bills, checking on investments and managing the business side of your life. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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If you are among the millions of Americans who prefer to lease a car rather than buy it, you have obligations that are spelled out in the lease agreement. That contract and the laws of your state direct what happens, when a lease owner passes away. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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Life before Medicare was a real struggle for seniors without healthcare coverage. Today’s program still works wonders, but it doesn’t cover everything. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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Some people love their timeshares and plan their getaways around the timeshare company’s offerings. Others are excited at the start, and then find that it simply doesn’t work for them. For heirs, a timeshare can be problematic. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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Digital property needs to be addressed in your estate plan just as tangible assets like real estate. Not planning for a digital afterlife is increasingly important. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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When one spouse needs nursing home care and the other is healthy, there are several approaches that can be taken to securing Medicaid coverage. An elder law estate planning attorney should be contacted, since every situation is different. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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While there are a surprising number of states that do accept holographic or handwritten wills, there are still requirements that must be met, or the will is deemed invalid. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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The number of seniors being exploited or abused quadrupled from 2013-2017. Tracked now by a number of financial institutions that submit data to FinCEN, a federal government watchdog agency, elder abuse has become a national epidemic. Continue reading
Posted Jul 12, 2019 at Houston Estate Planning & Elder Law
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If a couple is thinking that they can sell the long-term care portion of a policy, because their HMO will cover the cost of long-term or skilled nursing care, they need to think again. Continue reading
Posted Jun 17, 2019 at Houston Estate Planning & Elder Law
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Estate tax, death tax, income tax and inheritance tax: what do they mean for your estate and your heirs? Continue reading
Posted Jun 14, 2019 at Houston Estate Planning & Elder Law
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Estate planning requires making some of the most important decisions a parent can make for their child’s well-being. Continue reading
Posted Jun 14, 2019 at Houston Estate Planning & Elder Law
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Despite early reports that she had no will, it seems the Queen of Soul spent a fair amount of time creating three wills to provide for her four sons and leaving behind some strong opinions of the people in her circles. She just didn’t share those wills with her attorney.... Continue reading
Posted Jun 14, 2019 at Houston Estate Planning & Elder Law
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Asset titling is the sticking point, where many estate plans fail. The best plan can be undone, if assets are not retitled or accounts are not funded. Retitling assets means just that—changing the name of the asset, whether it’s a deed to a home or a name of an insurance... Continue reading
Posted Jun 14, 2019 at Houston Estate Planning & Elder Law