Estate Planning for Asset Distribution

September 24, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.

Distributing Inherited Assets in Many Accounts

May 8, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.

Don’t Ask Heirs to Guess What You Wanted—Have an Estate Plan

Passing away without an estate plan is a huge mistake that can tie up your estate for years in probate.