Estate Planning for Family Harmony This Holiday Season

As Thanksgiving approaches, it’s meaningful to reflect on the origin of the holiday–Native Americans and pilgrims sharing their bounty of food with each other. As you gather with your loved ones this year, perhaps you can think of ways to share not only your dinner, but also your financial bounty.

What Does an Executor Actually Do?

One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.

Blended Families Need More Thoughtful Estate Plans

When the first spouse dies, the surviving spouse may not remain as close with his or her stepchildren. Small irritations which were overlooked during the lifetime of the spouse who died, may become outright disputes.

A Good Estate Plan Equals Peace of Mind

More than likely, most people may not want to envision a time spent in court, arguing with siblings and other family members, or fighting with financial institutions and health providers to uphold end-of-life wishes and the management of personal assets.

Do I Need a Beneficiary for my Checking Account?

Checking accounts don't necessarily require account holders to name a beneficiary.

Do Name Changes Need to Be Made in Estate Planning Documents?

The fact is people’s names often change. People get married and divorced or sometimes just legally change their names.

Dark Side of Medicaid Means You Need Estate Planning

October 10, 2019
Bill O’Leary, Esq.
Estate Planning, Long-Term Care Planning

Medicaid recipients over the age of 55 are expected to repay the government for many medical expenses—and states will seize houses and other assets after those recipients die, in order to satisfy the debt.

Estate Planning

Estate Planning for Family Harmony This Holiday Season

What Does an Executor Actually Do?

Blended Families Need More Thoughtful Estate Plans

Do I Need a Beneficiary for my Checking Account?

Do Name Changes Need to Be Made in Estate Planning Documents?

Dark Side of Medicaid Means You Need Estate Planning

Joint Tenancy With Children Creates Problems for Parents

Can 529 College Savings Plans Be Used Now in Estate Planning?

Small Business Owners Need Business Succession and Estate Planning