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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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There are a few important mistakes that can make an estate plan defective—most of these can be easily avoided by reviewing your estate plan periodically and keeping it up to date. Continue reading
Posted Apr 9, 2020 at Houston Estate Planning & Elder Law
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Take the advice for online Wills with a grain of salt and learn the 4 major mistakes to avoid here. Continue reading
Posted Apr 8, 2020 at Houston Estate Planning & Elder Law
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More than one-third (34%) of baby boomers admit that they haven’t conducted any financial planning whatsoever in the last two years. Continue reading
Posted Apr 7, 2020 at Houston Estate Planning & Elder Law
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Studies have shown that when people unexpectedly come into money, they’ll treat it differently than the money they’ve earned. Continue reading
Posted Apr 6, 2020 at Houston Estate Planning & Elder Law
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The IRS has expanded the list of deadline extensions for federal taxes and tax returns to include gift and generation-skipping transfer (GST) tax returns. Continue reading
Posted Apr 3, 2020 at Houston Estate Planning & Elder Law
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Avoiding probate is the biggest benefit of a revocable living trust, but other benefits like privacy protection and flexibility make it a good choice. Continue reading
Posted Apr 3, 2020 at Houston Estate Planning & Elder Law
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CARES Act: Here are essential highlights for individuals and small businesses. Continue reading
Posted Apr 2, 2020 at Houston Estate Planning & Elder Law
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If you have not yet named someone with Medical Power of Attorney, stop procrastinating and get this crucial planning in place now. Continue reading
Posted Mar 24, 2020 at Houston Estate Planning & Elder Law
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It’s estimated that some 30 million US small businesses may fall victim to the coronavirus through closures, cancellations and other revenue losses. Continue reading
Posted Mar 23, 2020 at Houston Estate Planning & Elder Law
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There has been some confusion about the income tax filing / tax payment deadline extensions. However, on Friday, March 20th, Americans received much needed clarity. Continue reading
Posted Mar 20, 2020 at Houston Estate Planning & Elder Law
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For many Houstonians, the fear of the unknown health, social, economic, and financial challenges related to the COVID-19 pandemic are prompting intense concern and anxiety. Continue reading
Posted Mar 18, 2020 at Houston Estate Planning & Elder Law
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On March 13 President Trump declared a national emergency due to extraordinary circumstances resulting from Coronavirus. This Declaration opens up new methods for employers to provide tax-favored financial assistance to employees affected by the virus. Continue reading
Posted Mar 16, 2020 at Houston Estate Planning & Elder Law
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When it comes to the seriousness of this outbreak, however, there also are some critical estate planning decisions you should make – or at least review – right now. Continue reading
Posted Mar 16, 2020 at Houston Estate Planning & Elder Law
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Many people have tens of thousands–even hundreds of thousands–of dollars in their IRAs. If you have an asset that large, shouldn’t you devote more effort to planning for its ultimate disposition? Continue reading
Posted Mar 2, 2020 at Houston Estate Planning & Elder Law
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It's never too early to start estate planning. If you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life's unexpected twists and turns. Continue reading
Posted Mar 2, 2020 at Houston Estate Planning & Elder Law
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Sometimes, despite best intentions and best efforts, an estate plan leaves unintended problems for heirs, trustees and others to solve. Continue reading
Posted Mar 2, 2020 at Houston Estate Planning & Elder Law
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Most financial experts would agree that it is rarely, if ever, a good idea to take an early withdrawal from a traditional IRA or Roth IRA. Find out why: Continue reading
Posted Mar 2, 2020 at Houston Estate Planning & Elder Law
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A will and a trust are separate legal documents that typically share a common goal of facilitating a unified estate plan. While these two items ideally work in tandem, since they are separate documents, they sometimes run in conflict with one another--either accidentally or intentionally. Continue reading
Posted Feb 27, 2020 at Houston Estate Planning & Elder Law
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An increasing number of Americans are still carrying a mortgage when they hit retirement. According to a 2019 report from Harvard's Joint Center for Housing Studies, 46% of homeowners ages 65 to 79 have yet to pay off their home mortgages. Back in 1990, that number was just 24%. Continue reading
Posted Feb 27, 2020 at Houston Estate Planning & Elder Law
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Receiving an inheritance can be a double-edged sword. An inheritance can re-invigorate your finances and create new opportunities for you and your family. Continue reading
Posted Feb 27, 2020 at Houston Estate Planning & Elder Law
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This time of the year is a great time to revisit your estate plan, so you can ensure your legacy is protected for years to come. Continue reading
Posted Feb 7, 2020 at Houston Estate Planning & Elder Law
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Property deeds are used to convey real property from a grantor (seller) to a grantee (buyer). Read about the different types. Continue reading
Posted Feb 6, 2020 at Houston Estate Planning & Elder Law
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A will or trust explains what you want to have happen to your assets when you die, hopefully in a very, very long time. While most people understand that a will explains what to do with money, property, and children, there are other parts you might be surprised by. Continue reading
Posted Feb 6, 2020 at Houston Estate Planning & Elder Law
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The heirs of a philanthropist who donated a historic theater to the City of Miami want it back. Is that possible? Continue reading
Posted Feb 6, 2020 at Houston Estate Planning & Elder Law
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In a blended family, one or both spouses have at least one child from a previous marriage or relationship. Financial and legal challenges are more complicated, as are the family dynamics between parents, step-parents, siblings and step-siblings. Continue reading
Posted Jan 29, 2020 at Houston Estate Planning & Elder Law