The Wrong Power of Attorney Could Lead to a Bad Outcome

November 16, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’

Preparing for the Impact of Alzheimer’s Disease

November 14, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

It is estimated that by 2040, the number of Americans living with Alzheimer’s, dementia or other cognitive disorders is expected to double to close to 12 million due to the aging population, according to a recent study by RBC Wealth Management and Aon.

Estate Battles Over Personal Property Distribution

November 12, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.

Why Planning Tasks Don’t Stop Because You’ve Retired

November 11, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Guardianship, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.

What Does Entertainer Chadwick Boseman’s Estate Look Like?

November 9, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Intestate, Last Will and Testament, Power of Attorney, Probate and Estate/Trust Administration, Will

The wife of "Black Panther" star Chadwick Boseman is seeking to be appointed administrator of the estate of the beloved actor, who died in August at the age of 43.

Does My Estate Plan Need an Audit?

November 4, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.

What are Attorney’s Obligations after You Die?

October 28, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Attorney-client privilege requires that attorneys keep confidential and refrain from sharing all secrets and other confidences of clients.

Cornelius Vanderbilt Created an Estate Plan, but Should I?

October 27, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his wealth into context, in today’s dollars when adding inflation, his fortune would be worth $215.7 billion.