Why Do I Need an Advanced Healthcare Directive?

An advanced healthcare directive - also known as a living will - is a legal document in which a person lists the specifics of medical care and comfort actions they desire, should the individual no longer be able to make decisions for themselves due to illness or incapacity.

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?

Why Is Blue Cross and Blue Shield Waiving Cost-Sharing Fees?

Blue Cross and Blue Shield of Minnesota said Monday it will waive fees on doctors' visits for its Medicare Advantage customers for the rest of the year, joining a growing number of health insurers to offer discounts in response to COVID-19.

Medicare Patients Be Wary of COVID-19 Scams!

If someone offers you a COVID-19 test in exchange for your Medicare information, run in the other direction.

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.

Estate Planning

Why Do I Need an Advanced Healthcare Directive?

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

How Can Estate Planning Protect Me from COVID-19?

Why Is Blue Cross and Blue Shield Waiving Cost-Sharing Fees?

Will Paris Hilton See Her Dad’s Wealth?

Are My Beneficiary Designations Trouble for My Heirs?

How the CARES Act has Changed RMDs for 2020

Divorce Reveals How Trusts are Used by the Ultra-Wealthy

Did Little Richard Have a Smart Estate Plan?