Tips for Choosing a Fiduciary

Being a fiduciary is a time-intensive and intellectually challenging task to put upon an individual.

How Do I Protect My Elderly Parent from Scams and Elder Abuse?

Adult children of seniors need to be alert, because there are some insidious financial scams out there. Here's what they look like, and why they work.

How Blended Families Can Address Finances and Inheritance Issues

When you remarry, you’re not only combining residences with your new spouse, you’re also merging your finances. If you have children, it may involve some financial-related stress.

Should I Use a Bank as My Executor Instead of a Family Member?

What are the advantages, disadvantages and financial implications of appointing the bank as an executor of my will, instead of my child or relative?

Why is Ashton Kutcher So Stingy with his Kids’ Inheritance?

In a recent episode of the Dax Shepard podcast "Armchair Expert," Kutcher said he wasn't creating trust funds for his two children with his wife, Mila Kunis.

What Is Probate and How to Prepare for It?

We have all heard the term ‘probate.’ However, we may not be exactly sure what this means. It may sound daunting, but don’t be intimidated by the phrase.

Comparing Types of Memory Care Facilities

December 9, 2019
Bill O’Leary, Esq.
Elder Law

An assisted living center might claim to provide memory care, but true memory care includes round-the-clock supervision by well-trained professionals in a more restrictive environment than a typical assisted living facility.

Estate Planning for Family Harmony This Holiday Season

As Thanksgiving approaches, it’s meaningful to reflect on the origin of the holiday–Native Americans and pilgrims sharing their bounty of food with each other. As you gather with your loved ones this year, perhaps you can think of ways to share not only your dinner, but also your financial bounty.