How Do Trust Attorneys Help Your Estate Plan?

August 21, 2019
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

Setting up a trust fund offers many advantages in terms of passing on wealth or assets. It avoids probate, or the transfer of assets in court. This increases not only the ease of transfer, but also privacy.

Why A Living Will Might Be Part of Your Estate Plan

What are Medical Advance Directives and what is the difference between a Living Trust and Living Will?

Prior Planning With a Will Always a Better Alternative

Does anyone have a crystal ball that I could borrow? Wouldn’t it be nice to know what our future looks like, so we could be better prepared—but on the other hand, maybe not?

What You Need to Know If Asked to Serve as a Trustee

If asked to be a trustee, anyone, unless previously experienced in this field would not know what the responsibilities are. How much work is involved? What is the time frame? Do I need to prepare tax returns and handle accounts? Can I get help? When do my responsibilities end?

Why You Need a Power of Attorney in Your Estate Plan

A power of attorney is a way for you to designate a person of your choice to make decisions for you.

Blended Family Calls For Protecting Children and New Spouse

According to a study by the Pew Research Center, remarriages are on the rise. Four out of 10 marriages are now remarriages. Half of previously married seniors have remarried again.

How Much Money Should I Put into a Special Needs Trust for my Child?

July 30, 2019
Bill O’Leary, Esq.
Elder Law, Estate Planning, Special Needs Planning

Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.

Estate Planning Attorney

How Do Trust Attorneys Help Your Estate Plan?

Why A Living Will Might Be Part of Your Estate Plan

What You Need to Know If Asked to Serve as a Trustee

Why You Need a Power of Attorney in Your Estate Plan

Blended Family Calls For Protecting Children and New Spouse

Think of Estate Planning as Stewardship for the Future

A Trust Can Protect Kids from Too Much, Too Fast, Too Soon

Do You Have Everything in Order if You Become Incapacitated?