Is Having a Will Really Such a Big Deal?

July 24, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Probate and Estate/Trust Administration

Your obligations to your family or loved ones do not stop, even if you have already passed on. If your family, especially your children, are still heavily dependent on you, you can still provide for them through proper estate planning, even if you are no longer present.

Does Good Estate Planning Prevent Family Fights over Personal Items?

The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.

What Should I Look for in a Trustee?

Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.

Common Asset Protection Mistakes in Titling Real Property

Unlike personal property, real property–such as real estate or automobiles–is titled to convey ownership.

When Do I Need a Revocable Trust?

April 15, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Life Insurance, Power of Attorney, Special Needs Planning

The Last Will and Testament plays an essential role in estate planning and without question everybody should have one.

What Are the Biggest Threats to Estate Planning?

For the second consecutive year, family conflict was identified as the leading threat to estate planning.

Smart Women Protect Themselves with Estate Planning

April 9, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Guardianship, Power of Attorney

Since women live approximately 4.9 more years than men, it is critical for both single and married women, regardless of age, to take estate planning seriously.