When Do I Need a Power of Attorney?

In the absence of a durable power of attorney, who has the right to sign for an incapacitated person?

Estate Planning Avoids Probate

August 23, 2019
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

It was reported on the news recently that some of Aretha Franklin’s family members have found what they believe to be her will. It was handwritten, stained and crumpled up in a couch. The courts may or may not choose to honor it, depending on whether or not they are able to verify its authenticity.

Elder Law Estate Planning for the Future

August 15, 2019
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Long-Term Care Planning, Probate and Estate/Trust Administration

You make things easier for the children, by planning for the possibility of a nursing home stay because you take the burden off the children to make crisis decisions for your long-term care costs.

Do You Have a Pet Trust?

A pet trust is a legal arrangement that specifies how your animal companions would be cared for and taken care of financially if you pass away, or if you become ill or disabled and can no longer take care of them yourself.

Avoiding a Family Feud When Choosing a Power of Attorney

Deciding who gets the power of attorney is an important step for parents looking to organize their estate and plan for a future without them.

Planning for the Impact of Medicaid

July 24, 2019
Bill O’Leary, Esq.
Estate Planning, Long-Term Care Planning

When a spouse enters a nursing home, the cost of care can be financially devasting. Many families are simply unable to afford long-term care, without applying for Medicaid. To qualify for Medicaid, there are limits on the resources that an applicant may have. Resources include both income and assets.

You’ve Received an Inheritance. Now What?

Are you inheriting money from a relative? Or receiving funds from a lawsuit? Or planning to be a lucky lottery winner?

Estate Planning Can Solve Problems Before They Happen

The word ‘estate’ conjures images of great wealth, which may be one of the reasons why so many people don’t develop estate plans—after all, they’re not rich, so why make the effort? In reality, however, if you have a family, you can probably benefit from estate planning, whatever your asset level.