What is a GRAT and Does Your Family Need One?

During this crazy 2020 tax year, in addition to being faced with all the issues surrounding Covid-19, as well as the roller coaster ride of the stock market, we are also currently in an environment where the interest rates are as low as they ever have been.

Searching for Lower Taxes? Check State Laws

September 23, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Probate and Estate/Trust Administration

Some states are great to live in, but not so great to die in.

Distributing Inherited Assets in Many Accounts

May 8, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.