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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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By the time Groucho was an old man, however, he experienced significant problems in his daily activities, medical decision-making and the management of his estate. Continue reading
Posted Sep 18, 2019 at Houston Estate Planning & Elder Law
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Social Security disability benefits are based on average lifetime earnings. How severe the disability is, or what the household income is, has nothing to do with the amount of money that will be paid. Continue reading
Posted Sep 18, 2019 at Houston Estate Planning & Elder Law
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It used to be unheard of, a divorce after fifty, sixty or even seventy years old. However, gray divorce is now becoming more common. There are pitfalls to be aware of, before taking this big step. Continue reading
Posted Sep 18, 2019 at Houston Estate Planning & Elder Law
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Estate planning attorneys and CPAs all keep an eye on letter rulings to see if IRS decisions have any bearing on their own client’s situations. In this case, a taxpayer is setting up a revocable trust and wants to use a Charitable Lead Annuity Trust known as a CLAT. Continue reading
Posted Sep 18, 2019 at Houston Estate Planning & Elder Law
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Here’s a legacy that you may not want to leave for your family to pay: your credit card debt. It doesn’t go away when you die. Continue reading
Posted Sep 18, 2019 at Houston Estate Planning & Elder Law
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“Until death do us part” sounds very different when you are in your twenties and getting married for the first time. As a couple travels through a life together, the time comes to create or revise an estate plan. Continue reading
Posted Aug 28, 2019 at Houston Estate Planning & Elder Law
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Being named an executor for someone you care about is an honor. It means they trust you and your judgment explicitly. However, it is an honor that comes with responsibilities. Continue reading
Posted Aug 28, 2019 at Houston Estate Planning & Elder Law
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Just because your wealth isn’t measured in billions, doesn’t mean you don’t need a will. Continue reading
Posted Aug 28, 2019 at Houston Estate Planning & Elder Law
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One of the reasons for a pre-nuptial agreement, is to clarify who owns what in the marriage, and what happens to property if the marriage should dissolve. Continue reading
Posted Aug 28, 2019 at Houston Estate Planning & Elder Law
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Estate planning is not as much fun as vacation planning, but it is something you do for your loved ones to save them a lot of stress. Continue reading
Posted Aug 28, 2019 at Houston Estate Planning & Elder Law
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Target date funds are growing in popularity, in part because they don’t require investors to do anything in the way of fund management. Are they right for you? Continue reading
Posted Aug 28, 2019 at Houston Estate Planning & Elder Law
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Wealth transfer occurs in a number of different ways, and sometimes there are too many choices. How do you decide which strategy to use? Continue reading
Posted Aug 28, 2019 at Houston Estate Planning & Elder Law
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Working with an experienced estate planning attorney will save your family time, unnecessary costs and stress. Continue reading
Posted Aug 28, 2019 at Houston Estate Planning & Elder Law
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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