Bill O'Leary, Esq.

More often than not, a family needing to appoint an executor to an estate picks a family member. In those cases, familiarity with the deceased’s estate is a priceless commodity. However, it's important to choose an executor who is trustworthy, understands financial matters and has the time to take on the many tasks of this role.

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

Estate planning isn't just for the wealthy—it's for everyone who wants to protect their family, assets, and future. Many people assume that trusts are only necessary for large or complex estates, but that’s not the case. Even those with smaller…

Estate planning for many Jacksonville residents can feel overwhelming, especially when deciding whether a revocable living trust or an irrevocable trust is the best option. Trusts come in all shapes and sizes, and many are formed with specific purposes in…

Estate planning is one of the most important steps you can take to protect your assets and ensure your loved ones are cared for. However, many people make critical errors that can create unnecessary stress and financial burdens for their…

Whether you are child-free, single, or unmarried but in a serious relationship, don’t delay sitting down with an estate planning attorney to map out your future.

Retirement brings significant changes that require careful updates to your estate plan. From reviewing beneficiaries to planning for healthcare and managing financial distributions, aligning your plan with your new circumstances ensures peace of mind. A trusted estate planning attorney can help protect your assets and loved ones effectively.

A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly with an experienced trust attorney.

A pet trust legally ensures that pets receive care if owners pass away or become incapacitated, providing structured instructions and funding for long-term pet welfare.