What to Know About a Power of Attorney?

The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it enables a person (the principal) to delegate certain powers to another (the agent) by means of a written legal document.

When Do I Need a Power of Attorney?

In the absence of a durable power of attorney, who has the right to sign for an incapacitated person?

Can I Prevent a Will Contest After I’m Gone?

You’ve probably seen it in the movies or on TV hundreds of times: A close-knit family gathers for the reading of the will of a wealthy patriarch or matriarch. When the terms are revealed, someone benefits at the expense of someone else, causing a ruckus. It may even come to blows.

Do You Need a Power of Attorney When Diagnosed with a Serious Illness?

If you or a loved one is living with a chronic disease, such as Parkinson’s, multiple sclerosis, or Alzheimer’s, your estate planning likely should reflect that challenge.

Why is an Advance Directive so Important with Dementia?

When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.

Elder Law Can Help When an Aging Parent Refuses to Give Up Control

There are plenty of aging parents out there making life difficult for their adult children…

Does Estate Planning Include Your Account Passwords?

Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.

When Do I Need a Revocable Trust?

April 15, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Life Insurance, Power of Attorney, Special Needs Planning

The Last Will and Testament plays an essential role in estate planning and without question everybody should have one.

How Do I Plan for a Blended Family?

After a period of divorce or widowhood, you, your newly beloved and your respective children are about to become a ‘blended family.’ You and you partner will be creating a new family dynamic, which will hopefully be rewarding, but can be fraught with challenges, if little attention is paid to the consequences of the relationships.

Should I Put My Firearms in a “Gun Trust”?

Make a mistake when inheriting an IRA and you might face tax consequences. Make a mistake when inheriting a gun collection, and there's a chance you could face felony charges. Therefore, anyone who owns a gun, may want to consider adding a gun trust to their estate plan.