Five Top Reasons to Add Beneficiaries to Investment Accounts

July 8, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a stream of paperwork to sort through.

What Does a Successor Trustee Do?

February 7, 2020
Bill O’Leary, Esq.
Advanced Directives, Asset Protection, Elder Law, Estate Planning

I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?

What Documents Do I Need When Someone Dies?

After someone dies, family members will need to locate all of the decedent's important papers.