Are You Spending Your Children’s Inheritance?

A key financial question for retirees, is what to do with their hard-earned retirement savings. For example, some investors may find it more fulfilling to provide a college fund for grandchildren, rather than purchase a second home for themselves. The opposite can also be true, and that's okay.

Wills v. Trusts: What’s Right for You?

While we are young, many of us neglect to consider what will happen to our family and property after we pass away. Youth gives us the illusion of invulnerability, but the truth is that tomorrow is not promised to anyone.

Surviving Spouse Needs An Estate Plan

What’s going to happen when you die? If your husband died without a will, you probably don’t have an estate plan of your own. Get one.

What is the Best Way to Leave an Inheritance to a Grandchild?

While everyone from brand new parents to great grandparents can benefit from the advice of a competent estate planning lawyer, frequently the individuals making sure that their affairs are in order, are those in their golden years. They have a common concern: what about their grandbabies?

Estate Planning for Parents with Young Children

What would happen with your kids, should something happen to you? It’s a question that most parents don’t like to think about.

Health Crisis Strikes, Do you have a plan?

We were too young, we would have plenty of time when we are older, when life was slower, right? Or so we thought. I made a guess about my husband's health care desires and into surgery he went.

Spare Your Family From a Feud: Make Sure You Have a Will

If you die without a will, it can lead to conflict between your surviving loved ones, as they try to figure out how best to divide up your personal belongings and finances.

Planning for the Sad Truth of Growing Old Together

March 7, 2019
Bill O’Leary, Esq.
Elder Law, Estate Planning, Long-Term Care Planning

If you're part of a married couple, it's highly likely that one of you will become a widow or widower at some point.

Good Planning Avoids the Devastating Costs of Long-Term Care

January 24, 2019
Bill O’Leary, Esq.
Asset Protection, Elder Law, Long-Term Care Planning

As people live longer, the retirement population grows and health care costs climb, long-term care is a critical component of family financial planning.