How Can I Protect Assets from Creditors?

August 25, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning

Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.

What Does My Estate Plan Look Like after Divorce?

August 24, 2020
Bill O’Leary, Esq.
Asset Protection, Divorce, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.

What Should I Know about Immediate Variable Annuities?

August 19, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning

Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.

Why Is Trust Funding Important in Estate Planning?

August 11, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

How Do I Include Care for My Children in Estate Planning?

August 1, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Guardianship, Power of Attorney, Probate and Estate/Trust Administration

Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…

Did ‘The Gambler’ Have Estate Planning?

July 28, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Administration, Estate Attorney, Estate Plan, Estate Planning, Estate Planning Attorney, Inheritance, Power of Attorney, Probate and Estate/Trust Administration, Will

Kenny Rogers didn’t write a lot of his greatest hits. His heirs get a little cash, when any of his recordings are played or purchased online, but that’s just a trickle of income.

Should I Create an LLC for Estate Planning?

July 22, 2020
Bill O’Leary, Esq.
Asset Protection, Business owner, Business Planning, Business Succession Planning, Estate Plan, Estate Planning

Somewhere between a corporation and a partnership lies the limited liability company (LLC). This hybrid legal entity is beneficial not just for small-business owners but is also a powerful tool for estate planning.