How Can I Plan For Incapacity?

July 30, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney

Legal Planning for Incapacity How can I plan for incapacity? As you face aging and the need to make plans for your future, you face having to make legal decisions about many aspects of your lives. These legal decisions not…

Estate Planning for Millennials: Your Ultimate Guide

Estate Planning for Millennials: Your Ultimate Guide Estate Planning for Millennials: Your Ultimate Guide. Nearly everyone’s heard of an estate plan or will, yet only 40% of people have a will or living trust. While many think of estate plans…

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…

If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60

June 1, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 March 19th, 2019 How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in…

I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again!

May 19, 2021
Bill O’Leary, Esq.
Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney

I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! Think you make too much money to be eligible for Medicaid? Have…

Things to Know About Being an Executor.

May 10, 2021
Bill O’Leary, Esq.
Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Things to Know About Being an Executor of an Estate Closing out the estate of a relative or friend who has died is an important, and time-consuming, responsibility by Carole Fleck, AARP Bulletin MILLER MOBLEY/REDUX Things to Know About Being an…

Estate Planning Meets Tax Planning

May 7, 2021
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.

What Can You Do to Help Support the Seniors You Love Right Now?

May 6, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

What Can You Do to Help Support the Seniors You Love Right Now? From Focus on the Family.com Assisting Aging Loved Ones With Estate Planning What Can You Do to Help Support the Seniors You Love Right Now? Do you…

There Are Now So Many Remarkable Things to Do With Ashes to Honor Your Loved One.

There Are Now So Many Remarkable Things to Do With Ashes to Honor Your Loved One. There are only a few things for certain in this life, and unfortunately death is one of them. Whether you are going through the…

Springing Power of Attorney, Can an Agent Acts Under it Before the Principal is Incapacitated?

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

The Case of an Agent that Acts Under a Springing Power of Attorney Before the Principal is Incapacitated APRIL 28, 2021 By Jill Roamer, J.D., CIPP/US Medicaid Planning, Elder Law The Case of an Agent that Acts Under a Springing Power of Attorney…