Can My Heirs Be Handcuffed with an Annuity?

Lifetime income annuities, like Single Premium Immediate Annuities (SPIAs) and Deferred Income Annuities (DIAs), are irrevocable contracts with no liquidity. You will get all of your money back if structured properly at the time of application, but it will be in payment form.

Staying Connected to Family Members in a Nursing Home When Visits are Banned

Staying Connected to Family Members in a Nursing Home When Visits are Banned The spread of the coronavirus to nursing home residents has caused the federal government to direct nursing homes to restrict visitor access, and many assisted livingfacilities have…

How to plan an Easter to remember in the middle of the coronavirus pandemic

How to plan an Easter to remember in the middle of the coronavirus pandemic Easter might be different this year, but it can still be great! April 1, 2020, 11:11 AM EDT / Source: TODAY By Allison Slater Tate Please tell…

What Will Happen to Jeffrey Epstein’s Estate?

Two days before he died in what was ruled a suicide in a Manhattan jail cell, Jeffrey Epstein signed a will that put all of his holdings into a trust.

Medicare is Expanding Telehealth Services During Coronavirus Pandemic

Medicare is Expanding Telehealth Services During Coronavirus Pandemic As part of its response to the coronavirus pandemic, the federal government is broadly expanding coverage of Medicare telehealth services to beneficiaries and relaxing HIPAA enforcement. This will give doctors the…

Do You Think Everything Is All Set with Your Estate Plan?

April 10, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?

Funerals are the Latest Part of America to Move Online

April 9, 2020
Bill O’Leary, Esq.
Elder Law, Estate Planning, Long-Term Care Planning

Funerals are the Latest Part of America to Move Online Amidst the current pandemic, the Center for Control and Prevention has urged funeral directors around the country to move funeral services online. So for the immediate future, even for those…

Do I Need a Revocable Living Trust?

April 9, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).

C19 UPDATE: Keeping Ourselves and Our Elderly Loved Ones Safer

April 8, 2020
Bill O’Leary, Esq.
Elder Law, Estate Planning, Long-Term Care Planning

If you’re caring for an older loved one, you might be worried. Here is what you need to know to keep elderly people safer, and what to do if they do show symptoms of COVID-19.

How Do I Do the Most with My Inheritance?

April 8, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning

You may have a friend, or two, who has blown a large inheritance. Some of you may have also seen a news story about a lottery winner who went bankrupt (or worse) just a few years after receiving a life-altering sum of money. If you don’t want this to be you, keep reading as we share five tips to make the most of an inheritance or windfall.