Easter Can Bring up Thoughts about Religion and Estate Planning

Easter Can Bring up Thoughts about Religion and Estate Planning Easter is upon us and Christians everywhere consider this the Holy Week. Some are inclined to think about things like Estate Planning around Christian Holidays. But Christianity is not the…

Can a Power of Attorney be Refused?

April 1, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Power of Attorney

Can a Power of Attorney be Refused? A power of attorney, or POA, is one of the most commonly used legal documents because of the numerous purposes a POA can serve. At some point in your life you will likely…

The Current State of Medicaid Work Requirements

March 31, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Medicaid, Medicaid Asset Protection Trust, Medicaid Planning

The Current State of Medicaid Work Requirements Former President Trump made it very clear during his presidency that he supported Medicaid work requirements. Indeed, the former Administrator for Centers for Medicare & Medicaid Services (CMS), Seema Verma, under Trump’s administration,…

Does Living Trust Help with Probate and Inheritance Taxes?

March 23, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?

Spring has Sprung. When Should I Start my Estate Plan? Now!

March 20, 2021
Bill O’Leary, Esq.
Estate Planning, Long-Term Care Planning, Power of Attorney

Spring has Sprung. When Should I Start my Estate Plan? Now! According to an article by MerchantsBank.com entitled: Guide to Estate Planning by Age, You might think estate planning doesn’t apply to you. You aren’t old enough. You don’t have…

Get Estate Plan in Order, If Spouse Is Dying from a Terminal Illness

March 17, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.

Millennials, It’s Time to Talk Estate Planning With Your Parents

February 25, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Millennials, It’s Time to Talk Estate Planning With Your Parents Every generation gets it. some stigma as to how they act as a generation. Some say millennials are selfish and uncaring about the future. They have have gotten a bad…

What Do I Need to Know about End-of-Life Care?

February 20, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Long-Term Care Planning

Unfortunately, only about a third of U.S. adults had an advance directive in recent years, according to one research analysis.

What Is a Conservatorship?

February 16, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Guardianship, Power of Attorney

When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.

The Difference between Power of Attorney and Guardianship for Elderly Parents

February 10, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.