What Do I Need to Do after the Death of My Spouse?

November 21, 2020
Bill O'Leary, Esq.
Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.

Did Samsung’s Chairman Have an Estate Plan for his $20.7 Billion Fortune?

November 18, 2020
Bill O'Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

The heirs of Samsung Electronics Co. Chairman Lee Kun-hee, who died Sunday, could face billions of dollars in inheritance taxes. However, that doesn’t necessarily mean they’ll have to cede control over the group by selling shares.

Why Did Mary Trump Claim Her Family Stole Her Inheritance?

In a lawsuit against President Donald Trump and his family, Mary Trump alleges that the family committed fraud with her real estate inheritance.

Why you should have a Financial Advisor help with your Estate Plan.

October 23, 2020
Bill O'Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Life Insurance

Why you should have a Financial Advisor help with your Estate Plan. Why should you have a Financial Advisor help with your Estate Plan? Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is…

What’s Involved in the Probate Process?

October 13, 2020
Bill O'Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.

How to Keep Track of Mom’s Healthcare Information if She Gets Sick or Injured

October 5, 2020
Bill O'Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney

Build your own medical emergency packet.

How Do I Keep My Assets from the Nursing Home?

October 2, 2020
Bill O'Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Nursing homes are expensive with an average cost in the United States of $7,698 per month (2020 average). Most people cannot afford this expense, but they are in desperate need of the services provided by nursing homes (long-term care facilities).

How Do I Find a Great Elder Law Attorney?

September 17, 2020
Bill O'Leary, Esq.
Estate Planning

Finding and elder law attorney is as easy as googling, “elder law attorney near me.” Anyone can find an elderly law attorney but finding the right one is where things get a tad difficult. If you want your elder law case to be in the right hands, then you might have to do a bit of digging.

Different Trusts for Different Estate Planning Purposes

Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.