Olivia Newton-John’s Estate Plan: How One Star Secured Her Legacy

January 27, 2023
Bill O’Leary, Esq.
Celebrity Estates, Charity, Estate Planning

Olivia Newton-John, known for her iconic roles and philanthropic heart, left a legacy that reflects her values through a carefully structured estate plan. At the time of her passing on August 8, 2022, the beloved actress and singer was worth…

Estate Planning Meets Tax Planning

May 7, 2021
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.

How Does a Charitable Trust Work?

While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.

Estate Battles Over Personal Property Distribution

November 12, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.

Do I Qualify as an Eligible Designated Beneficiary under the SECURE Act?

August 27, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning

What Is an Eligible Designated Beneficiary?

Preparing Children for Inheritances in the Future

By discussing finances with your children early and often, you can set them—and future generations—up for success, when it's time to receive the wealth you've accrued.