How do I include my Grandchildren in my Estate Plan?

May 20, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning, Guardianship, Power of Attorney, Probate and Estate/Trust Administration

How do I include my Grandchildren in my Estate Plan? Grandchildren are often on the minds of those doing estate planning; learn the best strategies for including them in your plan. Similarly to planning the transfer of assets to your…

What Is a ‘Survivorship’ Period?

Survivorship periods don’t usually surpass 60 days. If this period surpasses 120 days, it could put the tax-free estate transfer of assets to a surviving spouse at risk.

What are the Details of CMS’s New Booklet?

Federal officials have unveiled a new toolkit to help states expand telehealth coverage under Medicaid and the Children’s Health Insurance Program (CHIP) to fight the Coronavirus pandemic.

Nearly one-third of Americans dealing with lower income due to coronavirus outbreak.

Nearly one-third of Americans dealing with lower income due to coronavirus outbreak. James Royal Investing and wealth management reporter The coronavirus crisis is having a profound impact on the financial lives of Americans, despite the efforts by many to cut…

What Do I Need to Retire?

One of the biggest threats to your financial security isn’t the markets, interest rates or even your job security. It is a lack of preparation, particularly for unexpected events, that usually leaves investors reeling when markets swoon. If you haven’t protected yourself from the potential downsides in life, after all, then it’s difficult to maneuver when the unforeseen strikes.

When will Social Security Stimulus Checks Arrive?

May 18, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning

Coronavirus stimulus checks are currently being distributed, and millions of Americans are eagerly awaiting their payment. Depending on your income, you could receive up to $1,200 (or $2,400 for married couples filing jointly), plus an additional $500 for each dependent under the age of 17.

Why Should I Get a Gun Trust in Florida?

May 17, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Probate and Estate/Trust Administration

Why Should I Get a Gun Trust in Florida? The State of Florida allows residents to possess certain firearms and accessories that are regulated under Title II, Class 3, of the National Firearms Act. These items include, for example, machine…

10 Reasons Why You Need A Trust

May 17, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration, Special Needs Planning

10 Reasons Why You Need A Trust Christine Fletcher Contributor If your estate is not subject to estate taxes now, it may be in a few years. Clients often ask, “Why do I need a trust?” This question comes…

Estate Planning for Family-Owned Farmland

May 16, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Estate Planning for Family-Owned Farmland JANUARY 3, 2019 | POSTED IN: WEALTH STRATEGIES Family farms, particularly in the Southeastern and Midwestern United States, are often maintained for generations. In many cases, these are one of or the dominant asset in the…

5 Estate Planning Strategies to Keep Your Money in the Family

May 16, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

5 Estate Planning Strategies to Keep Your Money in the Family The inheritance you leave could still be eaten away by taxes and expenses. Here are five strategies to avoid that. By Maryalene LaPonsie, Contributor Nov. 19, 2015, at 11:07 a.m. 5…