What Am I Taking On When I Agree To Be Someone’s Executor?

Should You Accept the Job of Executor of Someone’s Will? February 11, 2020 If you’ve been asked to serve as the executor of someone’s will, you should feel honored. It shows the person has a lot of faith in your…

Can Women Slow Mental Decline?

July 12, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Long-Term Care Planning

Take a job earlier in life if you are a woman who wants to keep cognitive decline at bay in your later years.

Can My Family Benefit From A Special Needs Trust?

5 Reasons to Consider a Special Needs Trust Here are 5 common reasons for establishing a special needs trust that applies to your family member with a disability. Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor In my last article,…

WHERE SHOULD YOU KEEP YOUR ESTATE PLAN?

Having a comprehensive estate plan won’t do you much good if no one can find it. Making and distributing copies of your estate planning documents are an incredibly important part of making sure your wishes are both known and followed.…

Act Quickly to Protect an Estate

July 7, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

Am I a Senior Citizen?

There is no clearly defined age when you become a senior citizen. Some people might consider themselves seniors when they retire from the workplace, sign up for Social Security or begin to spend their retirement savings, but others aren't ready to call themselves a senior citizen yet.

Inheritance Laws in Florida

Inheritance Laws in Florida Chris Thompson, CEPF® SEP 11, 2019 In Florida, there are no state taxes related to inheritance and the estates of those who have died. Below you’ll find detailed information about how the state handles its residents’ estates…

What Should I Do When My Spouse Dies?

While no one is ever ready to lose a loved one, proper planning in advance of a loss may help ensure that finances may be one less concern during such a trying time.

What Is a Marital Trust and How Does It Work?

July 1, 2021
Bill O’Leary, Esq.
Elder Law, Estate Planning, Power of Attorney

What Is a Marital Trust and How Does It Work? Javier Simon, CEPF® JUL 24, 2019 A marital trust is a type of irrevocable trust that allows you to transfer assets to a surviving spouse tax free. It can also shield…

Britney Spears: “I Just Want My Life Back”

Britney Spears: “I Just Want My Life Back” Britney Spears opened up to a Los Angeles Judge on Wednesday. She told the judge that "she had been drugged compelled to work against her will and prevented from removing her birth…