Elder Law and Medicaid Planning

People frequently hear that they should visit their attorney to have their wills and other important legal documents prepared, but many people procrastinate. Therefore, if you’re in that group, do not feel like you’re alone.

Are You Spending Your Children’s Inheritance?

A key financial question for retirees, is what to do with their hard-earned retirement savings. For example, some investors may find it more fulfilling to provide a college fund for grandchildren, rather than purchase a second home for themselves. The opposite can also be true, and that's okay.

Does Estate Planning Include Your Account Passwords?

Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.

Will There Be a Will Contest in Tom Petty’s Estate?

May 17, 2019
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

A legal battle between Tom Petty's widow and his two daughters is reportedly holding back the release of the expanded version of the late-Rock and Roll Hall of Famer's Wildflowers solo album.

Forgot to Update Your Beneficiary Designations? Your Ex Will be Delighted

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

Special Needs Planning Uses ABLE Accounts

New rules let some individuals put away more money in these plans, while still preserving their benefits.

How Can a Power of Attorney Mistake Leave You Penniless?

Within a matter of days, Jorgensen became a widow and lost more than $70,000 from the joint bank account she shared with her late husband.

A Power of Attorney and a Trust Protect You – Not Just Your Heirs

If you prefer to have control over this decision rather than a total stranger, get a durable power of attorney.

What If I Give Unequal Inheritances to My Kids?

Most of us would like to be remembered for who we were, not what we had. If you have any assets that you’ve accumulated during your lifetime that you plan to leave behind, it’s on you to figure out who gets what.

Should My Estate Plan Include a Trust?

Many investors have an idea how they would like their assets distributed upon their passing. However, they are not sure of the best way to do so. Trusts are entities that ensure money and assets are handled according to the grantor’s instructions, keep the estate and its dealings private, and can be structured to a specific need.