Some States are Lowering Taxes to Entice Retirees to Relocate

July 9, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning

Maryland is known as the Free State, reflecting its tradition of political freedom and religious tolerance, along with its resistance to Prohibition. Talk to retirees, though, and they’ll tell you the nickname is a misnomer, at least as far as taxes are concerned.

Five Top Reasons to Add Beneficiaries to Investment Accounts

July 8, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a stream of paperwork to sort through.

How Can You Disinherit Someone and Be Sure it Sticks?

July 3, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.

Using Retirement Funds in a Financial Crisis

July 2, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance

U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.

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 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.

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.

What Is Congress Doing to Address Affordable Senior Housing and Elder Abuse?

June 13, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Two pieces of legislation introduced at the federal level aim to support affordable senior housing residents and providers during the COVID-19 pandemic, as well as ensure that elder abuse training materials include individuals with dementia.

How Can Estate Planning Protect Me from COVID-19?

June 12, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The ongoing pandemic has made everyone have to face some unpleasant realities, including the idea that one day we won’t be here anymore. Do you know how to make sure that your affairs are in order for your loved ones?