What are the Latest Senior Scams?

July 1, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning

Scammers gravitate to tightened finances, like moths to a flame. To complicate matters, shelter-in-place restrictions have pushed people to make more online transactions. That means new opportunities for fraudsters to take advantage of seniors, who may be new digital accountholders.

What is the Verdict on the Will of Carole Baskin’s Long-Missing Husband?

June 30, 2020
Bill O’Leary, Esq.
Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

A county sheriff in Florida is declaring that the will of Don Lewis — Carole Baskin's long-missing husband — was forged.

Tapping an Inherited IRA?

When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you're a beneficiary, you have to decide how you're going to use it—a decision that's a little more complicated this year than it normally is.

What If Grandma Didn’t Have a Will and Died from COVID-19?

June 26, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The novel coronavirus pandemic has upended the lives of millions, created a slew of unexpected struggles and, for many, turned nightmares into reality.

Update Will at These 12 Times in Your Life

June 25, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.

Are You Making the Most of the SECURE and CARES Acts?

There have been several law changes that affect IRAs passed since December 2019.

Can Kobe Bryant’s Widow Amend Trust?

June 23, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Vanessa Bryant has filed legal docs to protect all of her children. She is asking a judge to amend Kobe's trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.

Gene Role May Be a Link between Dementia and the Coronavirus

June 20, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney

People with a genetic mutation that increases the risk of dementia also have a greater chance of having severe Covid-19, researchers have revealed.

How Do I Talk about End-Of-Life Decisions?

June 19, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Guardianship, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

No one likes to think about the end of their life, but it’s an important topic that many people put off until it’s too late.

Prevent Estate Administration Problems Before They Occur

If your will was signed before 2013 and you have a so-called by-pass estate tax saving trust that is no longer necessary, you really should update and simplify your will.