How Do I Set Up a Living Trust?

Setting up a living trust is largely the same, regardless of where you live in the U.S.

Am I Too Young to Think About Estate Planning?

Many people equate estate planning with older people who have more assets and more to protect. However, that doesn’t mean younger people should ignore the benefits of estate planning. According to Caring.com, only 34% of adults ages 35 to 44 have a will and 18% of adults ages 18 to 34 have one.

Must I Liquidate My IRA Before I Can Apply for Medicaid?

October 14, 2019
Bill O’Leary, Esq.
Elder Law, Estate Planning, Long-Term Care Planning

Can a nursing home make a person who is in the home liquidate money in an IRA and spend it down to pay for care, before they can apply for Medicaid?

How Do I Find a Great Estate Planning Attorney?

Estate planning is a critical part of financial planning, but something many Americans procrastinate about. Drafting a will and a health care proxy or power of attorney, maybe creating a trust, and maximizing your loved ones’ inheritances by minimizing taxes are all important matters you don’t want to leave to chance.

Who Should I Choose as My Trustee?

One of the most important decisions you face when creating a trust, is the choosing of the right trustee.

How Do I Deed My Home into a Trust?

You should go to an estate planning attorney to sort things out and make sure both of you are on the same page about who owns what, who gets to stay where and for how long into the future.

What Types of Long-Term Care is Available for Veterans?

If you served the United States of America as a member of the armed services, you may be entitled to certain benefits that could make some aspects of getting older a little easier.

What to Know About a Power of Attorney?

The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it enables a person (the principal) to delegate certain powers to another (the agent) by means of a written legal document.