100 Things to Do While Stuck Inside Due to a Pandemic

May 10, 2020
Bill O’Leary, Esq.
Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

100 Things to Do While Stuck Inside Due to a Pandemic As concerts are postponed, sporting events are canceled, schools are closed and tourist hot spots are shut down, experts recommend that even those who show no sign of illness stay home during…

Don’t Give Your Adult Kids Your House

May 9, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Don’t Give Your Adult Kids Your House Gifting a house outright to an adult child or adding them to the property's deed may avoid the hassle of probate, but doing so may bring along its own slew of issues. These…

What Does It Mean to Be an Elder Law Attorney?

What Does It Mean to Be an Elder Law Attorney? As we age, changes to our body, our health, our financial picture, and our family is ever-evolving. When we were young, we didn’t worry about infirmity, incapacity, or how we…

Why Gifting during Volatile Markets Makes Sense

The recent decline in asset values may make gifting a more attractive estate planning technique for many individuals, especially if you are considering gifts of stock or other non-cash assets.

The Coronavirus Pandemic Presents Ample Reasons to Reevaluate Your Estate Plan

April 18, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The Coronavirus Pandemic Presents Ample Reasons to Reevaluate Your Estate Plan The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances…

If Not Now, When? Is It the Time for Estate Planning

April 16, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Estate planning attorneys are getting mobbed with questions. Here is some timely advice from three attorneys on what families and business owners should be doing to prepare, in case the unimaginable happens.

Are You One of the Many Headed toward Financial Disaster?

April 7, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning

Managing your finances likely isn't the most exciting task on your to-do list, but it's crucial if you want to reach all your financial goals and set yourself up for long-term success.

What is the Difference between Guardianship and Power of Attorney?

March 27, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

With all the media buzz about guardians stealing money from those whom they are meant to protect and overall financial abuse issues involving seniors, it’s a good moment to revisit how surrogate decision-making works.

C19 UPDATE: Emergency Estate Planning Decisions to Make Right Now

March 19, 2020
Bill O’Leary, Esq.
Elder Law, Estate Planning, Probate and Estate/Trust Administration

“Don't panic” has been a common refrain from government leaders, public health professionals, and across social media from well-meaning people trying to keep everyone calm during the coronavirus pandemic.

What Is So Important About Powers Of Attorney?

A power of attorney names a person who can act on your behalf. This person is called your “agent” or “attorney-in-fact.” Before you create a power of attorney, you should know your options and which ones your home state allows.