Am I Making One of the Five Common Estate Planning Mistakes?

May 6, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.

What Will Happen to Jeffrey Epstein’s Estate?

Two days before he died in what was ruled a suicide in a Manhattan jail cell, Jeffrey Epstein signed a will that put all of his holdings into a trust.

Coronavirus News Should Make You Think about Estate Planning

April 2, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Nobody likes to think about their own mortality, and that's why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.

Special Needs Guardianship Can Be a Challenge

March 4, 2020
Bill O’Leary, Esq.
Estate Planning, Guardianship, Special Needs, Special Needs Planning, Special Needs Trust

Guardianship can be a challenging topic for many families. Guardianship needs to be separated into two distinct time periods: while parents are still alive and after parents die.

When Do I Need an Elder Law Attorney?

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

Elder law issues can be complex. One wrong word or move can mean the difference between a good result and disaster should you become incapacitated or if other unexpected issues should occur in your senior years. An elder law attorney can help you plan for what will happen, if you should become mentally or physically incapable of taking care of yourself and your own personal business matters.

How Do I Plan for My Incapacity?

January 20, 2020
Bill O’Leary, Esq.
Elder Law, Estate Planning, Long-Term Care Planning

What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you’re prepared, incapacity could devastate your family, exhaust your savings and undermine your financial, tax and estate planning strategies.

Are You Forgetting this Estate Planning Document?

Estate planning is a complex world for most Americans. For many, the process can seem overwhelming and expensive. For others, it is uncomfortable to confront one’s mortality and requires tough decision making. However, regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive.

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Am I Making One of the Five Common Estate Planning Mistakes?

What Will Happen to Jeffrey Epstein’s Estate?

Coronavirus News Should Make You Think about Estate Planning

Special Needs Guardianship Can Be a Challenge

When Do I Need an Elder Law Attorney?

How Do I Plan for My Incapacity?

Are You Forgetting this Estate Planning Document?

How Can Celebrities’ Estate Planning Be Impacted by Alzheimer’s?

What Estate Planning Documents Does My Child Need Now That She’s an Adult?

Why Do I Need a Power of Attorney?