Planning for Retirement Assets in Your Estate Plan

Planning for Retirement Assets in Your Estate Plan To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and…

WILL BABY BOOMERS HAVE ANYTHING LEFT TO PASS DOWN?

August 31, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning

WILL BABY BOOMERS HAVE ANYTHING LEFT TO PASS DOWN? Written By: The American Academy of Estate Planning Attorneys The Baby Boomer generation – the largest generation in American history to date – is heading into retirement, but are they prepared?…

Would an Early Retirement and Early Social Security Be Smart?

May 14, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning

For many older adults, claiming Social Security early would be a big mistake. It was a mistake made by many older workers, who lost jobs in the Great Recession.