Will Paris Hilton See Her Dad’s Wealth?

June 9, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

While the tabloids and gossip websites were eating up every move Paris made, so was someone else – her grandfather, Barron Hilton. Before 2007, Barron was set to leave his $4.5 billion fortune to his family. That was until Paris embarrassed him with her antics so badly, that he changed his mind.

Are My Beneficiary Designations Trouble for My Heirs?

June 6, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.

Steps to Take When a Loved One Dies

May 29, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.

How to Keep the Family Vacation Home in the Family

May 22, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Is it time you made a decision on the future of the wonderful getaway that everybody loves but only you maintain?

How Family Businesses Can Prepare Now for Future Tax Changes?

May 22, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Coupled with the upcoming presidential election, small to mid-sized business owners are faced with a slew of financial decisions that could impact the wealth of their business and the legacy they leave to their successors.

What Should I know about Financial Powers of Attorney?

May 21, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.

Do I Need an Estate Plan with a New Child in the Family?

May 21, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Guardianship, Power of Attorney, Probate and Estate/Trust Administration

If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.

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…

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…