Like Going to the Dentist, Get Your Estate Plan Ready

However, if you get no further than scribbling notes or thinking about which lawyer to hire, you risk dying “intestate”—without a will that could guide your loved ones, head off family feuds and potentially save your family thousands of dollars.

Can I Protect My Daughter’s Inheritance from Her Loser Husband?

My daughter is getting married soon. What can I do to protect her inheritance after my death?

How Can Beneficiary Designations Wreck My Estate Plan?

Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure that your beneficiary designations are consistent with the rest of your estate plan.

How Do I Set Up a Living Trust?

Setting up a living trust is largely the same, regardless of where you live in the U.S.

Who Should I Choose as My Trustee?

One of the most important decisions you face when creating a trust, is the choosing of the right trustee.

How Do I Deed My Home into a Trust?

You should go to an estate planning attorney to sort things out and make sure both of you are on the same page about who owns what, who gets to stay where and for how long into the future.

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.

What Happens When Both Spouses Have a Simultaneous Death?

Sometimes the persons involved either die simultaneously, i.e., too close in time to determine clearly who survived the other or die very close in time to each other.

What Does a Probate Attorney Really Do?

September 3, 2019
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

A probate lawyer can provide a variety of services to you, if you’re struggling to deal with matters related to your loved one’s estate.

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.