SECURE Act has Changed Special Needs Planning January 11, 2021 Bill O’Leary, Esq. Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Probate and Estate/Trust Administration An applicable multi-beneficiary trust can solve some--but not all--of the challenges that the new act presents. Read More
How Does the SECURE Act Change Your Estate Plan? January 17, 2020 Bill O’Leary, Esq. Estate Planning These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected. Read More