Who Gets Copies of the Will After a Person Dies?

April 18, 2020
Bill O’Leary, Esq.
Elder Law, Estate Planning, Probate and Estate/Trust Administration

Who Gets Copies of the Will After a Person Dies? Many movies and television shows have a scene where a family gathers around a big table after a relative has died to listen to the reading of the will. While…

How Bad Can a Do-It-Yourself Estate Plan Be? Very!

March 10, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

One Justice from the Florida Supreme Court commented that the expensive litigation far outweighed any savings resulting from the pre-printed form.

Avoiding Probate with a Trust

February 24, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

In other words, family members who are not named to inherit anything in the will may still see the list of all of the assets. If you don’t want that result, you can avoid it by establishing a trust.

Estate Planning for Unmarried Couples

February 21, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The number of unmarried couples who live together reached 18 million in 2016, a 29% jump from 14 million in 2007. Among adults age 50 and older, the increase was 75%: About four million were cohabiting in 2016, up from 2.3 million in 2007.

Beneficiaries

Who Gets Copies of the Will After a Person Dies?

How Bad Can a Do-It-Yourself Estate Plan Be? Very!

Avoiding Probate with a Trust

Estate Planning for Unmarried Couples

Not a Billionaire? Trusts Can Still Be Beneficial

Who Should I Name as Trustee of My Trust?

What Does an Executor Actually Do?

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

Do Name Changes Need to Be Made in Estate Planning Documents?

An Estate Plan Will Determine How You are Remembered