Bill O'Leary, Esq.

A trustee manages trust assets, while a beneficiary receives benefits from the trust. This article provides an overview of the roles of both within trust administration to help guide you in avoiding conflict and protecting your family’s future.

The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home is more than just real estate—it’s part of your family’s legacy. With thoughtful estate planning, we can help ensure that legacy continues in harmony, not conflict.

Ensure the safety and peace of mind of your new college graduate by obtaining powers of attorney so you can be there to help them in emergencies.

Florida families need more than just a will—estate planning essentials like trusts, powers of attorney, and updated beneficiary designations ensure your wishes are honored. Learn how to protect your legacy, avoid probate, and plan for life’s changes with confidence and clarity.

Choosing the right trustee for a Special Needs Trust is essential to protect your loved one’s benefits and quality of life. Ask key questions about knowledge, time, and trust structure to ensure your chosen trustee can handle the role’s unique responsibilities with care and skill.

If you’re over 70½ and don’t need your IRA distribution, consider donating it directly to charity through a Qualified Charitable Distribution. This strategy reduces your taxable income, supports causes you care about, and can satisfy your required minimum distribution without increasing your tax burden.

A gun trust helps Florida firearm owners legally transfer guns, avoid inadvertent felonies, and keep their collection private. It ensures compliance with federal laws like the NFA and GCA while allowing multiple trustees to possess firearms safely.