Does My Estate Plan Need an Audit?

November 4, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.

Can I Get Paid to Be a Caregiver for a Family Member Who’s a Vet?

November 3, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Long-Term Care Planning

Caregiving for a family member can be time-consuming and emotionally draining. It can also be financially draining.

Can I Afford In-Home Elderly Care?

November 2, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning

Amid headlines of COVID-19 infiltrating nursing homes and large senior care facilities, it’s understandable that many Americans would prefer to avoid assisted living environments as they grow older. However, the trend to age in place predates the pandemic. Remaining at home was the first choice for 76% of Americans age 50 and older, according to a 2018 AARP survey.

Will Vets Get COLA Increase in 2021?

October 31, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning

Veterans receiving government benefits will see a cost-of-living boost in 2021, if Social Security officials approve one for their recipients later this year.

What’s the Key to Saving Money in Retirement?

October 30, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning

Seniors with limited income need to find ways to lower their medical costs. Here are some options for keeping those healthcare bills in check.

Why Did Mary Trump Claim Her Family Stole Her Inheritance?

In a lawsuit against President Donald Trump and his family, Mary Trump alleges that the family committed fraud with her real estate inheritance.

What are Attorney’s Obligations after You Die?

October 28, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Attorney-client privilege requires that attorneys keep confidential and refrain from sharing all secrets and other confidences of clients.

Cornelius Vanderbilt Created an Estate Plan, but Should I?

October 27, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his wealth into context, in today’s dollars when adding inflation, his fortune would be worth $215.7 billion.

Are Medicare Advantage Premiums Going Down?

As Medicare Advantage plans prepare to expand their benefits in 2021, CMS expects premiums to drop 34.2 percent from 2017 levels in the new year.

Why you should have a Financial Advisor help with your Estate Plan.

October 23, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Life Insurance

Why you should have a Financial Advisor help with your Estate Plan. Why should you have a Financial Advisor help with your Estate Plan? Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is…