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

Thanks to changes in the 2017 tax law, 529 college-savings plans are being used as estate planning tools and to pay for more education-related expenses than ever before, according to InvestmentNews.

Are You Considering the Impact of Your Estate Plan on your Heirs?

Unless you take your heirs' wishes, taxes and interests into consideration in your plans, you could be committing some serious unforced errors with your estate.

What Are the Biggest Estate Planning Questions I Need to Answer?

August 22, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Guardianship

The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans. Afterall, they’re not rich, so why make the effort?

What Do I Tell My Children About Their Inheritances?

Parents' instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expect, but that could be a big mistake.

What Do I Really Need to Know About Trusts?

It’s a well-documented fact that most people do no estate planning. Of those who do, the majority use a last will to pass their estate to a spouse or divide it among their children.

An Estate Attorney Can See How Law Changes Impact Your Estate Plan

If you haven’t looked at your will or estate plan lately, now is a good time to do so.

Will a Reverse Mortgage Help Me in Retirement?

While it’s common advice that retirees should avoid borrowing if possible, situations could arise when it will be necessary. Where to turn?

Common Asset Protection Mistakes in Titling Real Property

Unlike personal property, real property–such as real estate or automobiles–is titled to convey ownership.

Use a Trust to Protect an Inheritance

If you have any reservations about who you have in mind when writing your will, whether you're thinking about a young child or even an older person who could be vulnerable to scams, a trust could make a lot of sense.

What Are the Biggest Threats to Estate Planning?

For the second consecutive year, family conflict was identified as the leading threat to estate planning.