Can a Financial Advisor Help With Estate Planning?

Can a Financial Advisor Help With Estate Planning? Estate planning may conjure images of a lawyer's office and mountains of paperwork. While your estate planning attorney is an essential professional, your financial advisor can also play a significant role in…

Why Being Financially Independent is Critical for the Women of Today

July 14, 2022
Bill O’Leary, Esq.
Estate Planning, Financial Advisors, Investments, Legacy, Roth IRA, Women in Estate Planning, Women's Investing

Why Being Financially Independent is Critical for the Women of Today The times have changed — women are finally breaking out of the mold and shattering the glass ceiling in every field, be it politics, finance, sport or industry. The…

Am I a Senior Citizen?

There is no clearly defined age when you become a senior citizen. Some people might consider themselves seniors when they retire from the workplace, sign up for Social Security or begin to spend their retirement savings, but others aren't ready to call themselves a senior citizen yet.

What Should I Do When My Spouse Dies?

While no one is ever ready to lose a loved one, proper planning in advance of a loss may help ensure that finances may be one less concern during such a trying time.

How Do I Use a Charitable Remainder Trust with a Large IRA?

How Do I Use a Charitable Remainder Trust with a Large IRA? Since the mid-1970s, saving in a tax-deferred employer-sponsored retirement plan has been a great way to save for retirement, while also deferring current income tax. Many workers put…

Is Your Financial Information in Order?

Is Your Financial Information in Order? Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve your loved ones' burden in the future. It will ensure proper…

Should I Sell My Life Insurance Policy?

March 26, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning

When a life insurance policy is no longer wanted or needed, many policy owners either abandon their policy by not paying the required premium or surrender it back to the carrier. In either situation, the insurance carrier wins, and the policy owner is stuck holding the empty bag.

January 29, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning

Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.

Financial Planning

Can a Financial Advisor Help With Estate Planning?

Why Being Financially Independent is Critical for the Women of Today

How Do I Use a Charitable Remainder Trust with a Large IRA?

Is Your Financial Information in Order?

Should I Sell My Life Insurance Policy?

How Does the Generation-Skipping Transfer Tax Work in Estate Planning?

What Happens If Trust Not Funded