Wealthy Women Face Challenges in Estate and Tax Planning

Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.

Does an Ex-Wife Get Her Former Husband’s Inheritance Because He Died of COVID-19?

September 30, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

My big brother died of COVID-19 and he didn’t have a will. He divorced 20 years ago and has no children, but his ex is telling me she should get an inheritance. Who has the right to his money?

‘Siegfried & Roy’ Star Roy Horn Named Siegfried His Executor

August 4, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The late 'Siegfried & Roy' star, Roy Horn, named lifelong friend and performance partner, Siegfried Fischbacher as the executor of his multi-million-dollar estate, according to his will filed in Las Vegas courts.

Does Long-Term Care Impact COVID-19 Infection Rates?

July 25, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Elder Law Attorney, Estate Planning, Long-Term Care Planning

Efforts to keep older people in apartments of their own may be saving many of them from the virus that causes COVID-19.

Coronavirus Makes Estate and Tax Planning an Urgent Task

July 23, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.

Why You Need an Advance Directive Right Now

July 15, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana has over 37,000 cases of COVID-19 and over 2,100 deaths. That is why articulating your wishes regarding end-of-life health care, is more important than ever.

Should Medicare Continue with Expanded Telehealth Access after COVID-19?

July 4, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Long-Term Care Planning

President Trump’s top Medicare official said Tuesday that expanded access to telemedicine should continue after the coronavirus pandemic recedes and that officials are examining ways to act without waiting for legislation from Congress.

Are You Making the Most of the SECURE and CARES Acts?

There have been several law changes that affect IRAs passed since December 2019.

Gene Role May Be a Link between Dementia and the Coronavirus

June 20, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney

People with a genetic mutation that increases the risk of dementia also have a greater chance of having severe Covid-19, researchers have revealed.

How Can Estate Planning Protect Me from COVID-19?

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

The ongoing pandemic has made everyone have to face some unpleasant realities, including the idea that one day we won’t be here anymore. Do you know how to make sure that your affairs are in order for your loved ones?