Who Makes Money from Charlie and the Chocolate Factory?

January 19, 2021
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

Roald Dahl has written dozens of childhood classics, from the newly remade The Witches, to The BFG and Charlie and the Chocolate Factory. Roald is now the subject of a new drama on Sky titled Roald & Beatrix: The Tail of The Curious Mouse, which imagines the authors meeting.

What Kind of Estate Planning Do I Need During the Pandemic?

January 18, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the pain.

Did Robert Redford Have a Business Exit Plan?

January 15, 2021
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning

Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in 1969. This year, he's stepped away, selling the resort to Broadreach Capital Partners and Cedar Capital Partners. While we don't know how much the resort was sold for, the structure of the sale shows how this iconic real estate investor has built a successful exit strategy.

What Do I Need to Know about Creating a Will?

January 8, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.

Will I Get A Bill as My Inheritance?

January 7, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.

What’s Going on with the Estate of Kenny Rogers?

January 5, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

A friend of the late Kenny Rogers is being sued by the singer's estate for allegedly producing an unauthorized DVD of The Gambler's farewell tour.

What Do I Need to Know about Gift-Giving with the Biden Administration?

Gifting sounds pretty simple, but there are many ways to do it, and several tax ramifications to be aware of as well.

What Do I Need to Do to Calculate and Correct an Excess IRA Contribution?

December 24, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

IRAs are a great way to save for retirement, but what happens if you contribute to a Roth IRA and your income is too high? Or you contribute more than you're allowed to a Roth or traditional IRA?

What Should I Know about a Living Trust?

A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.

What Happens If You Fail to Submit a Change of Beneficiary Form?

December 18, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.