When Do I Need an Elder Law Attorney?

February 14, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Elder law issues can be complex. One wrong word or move can mean the difference between a good result and disaster should you become incapacitated or if other unexpected issues should occur in your senior years. An elder law attorney can help you plan for what will happen, if you should become mentally or physically incapable of taking care of yourself and your own personal business matters.

George Michael’s Charity Continues

February 6, 2020
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

George Michael's late younger sister Melanie Panayiotou's share of the massive fortune she inherited from her legendary brother will be donated to charity, keeping in tune with the singer's generosity during his lifetime.

Five Estate Planning Mistakes to Avoid

January 31, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning

Five of the most common mistakes are easy to avoid with the right information and support, as well as a little creativity.

Business Owners Should Start End-Game Planning Now

January 30, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning

Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.

Life Insurance Is a Good Estate Planning Tool but Needs to Be Done Carefully

January 24, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning

Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.

What Should I Know About Joint Tenancy?

Joint tenancy is an arrangement that allows beneficiaries to access your account, without having to go to court.

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.