Coronavirus Trusts? Suddenly Estate Planning Is More Popular

Coronavirus Trusts? Suddenly Estate Planning Is More Popular than ever. Coronavirus Trusts? Suddenly Estate Planning More Popular Than Stockpiling Food as Advisors Arrange Wills and Trusts for Elderly Clients The global pandemic of COVID-19 has numerous people thinking a question…

Can an Elder Law Attorney Help My Family?

March 24, 2020
Bill O’Leary, Esq.
Elder Law, Estate Planning, Probate and Estate/Trust Administration

Elder Law, a relatively new development thanks to prolonged life expectancy, is a branch of the law that serves the needs of the elderly and the disabled as well as their family. As many of you who are caregivers may already know, Elder Law covers an impressive range of client issues, both legal and financial.

Ozzy Osbourne and Sharon Osbourne Have an Estate Plan

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

Ozzy Osbourne and Sharon Osbourne plan to pass on their significant fortune to future generations of their family.

Is Life Insurance a Good Idea for My Estate Plan?

Most American adults own life insurance, yet the buying process can be perplexing and pose traps for the unwary — and cause financial problems years down the road.

C19 UPDATE: Emergency Estate Planning Decisions to Make Right Now

March 19, 2020
Bill O’Leary, Esq.
Elder Law, Estate Planning, Probate and Estate/Trust Administration

“Don't panic” has been a common refrain from government leaders, public health professionals, and across social media from well-meaning people trying to keep everyone calm during the coronavirus pandemic.

What Is So Important About Powers Of Attorney?

A power of attorney names a person who can act on your behalf. This person is called your “agent” or “attorney-in-fact.” Before you create a power of attorney, you should know your options and which ones your home state allows.

Can I Appeal More Expensive Medicare Premiums?

March 18, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney

About 4.3 million Medicare beneficiaries are subject to so-called income-related monthly adjustment amounts, due to law changes over the years that have required higher-earners to pay more.

How Does the Death of Prince’s Brother Impact the Late Rock Star’s Estate?

March 17, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The death of Prince’s brother Alfred Jackson, along with his contested will, are raising new questions in the endlessly complicated efforts to settle the legendary musician’s estate, including whether a California man with a reputation for cozying up to celebrities will end up with one-sixth of Prince’s riches.

When Is It Time For My Dad To Give Up The Car Keys?

Older drivers these days are keeping their licenses longer and logging more miles on their cars than in the past, according to the Insurance Institute for Highway Safety. Nevertheless, fatal crash rates do tend to increase considerably after age 70 and reach their peak among drivers 85 and older.

Are You Relying on Social Security Alone for Retirement?

About 40% of older Americans may be relying exclusively on Social Security for income, according to recent research.