How Do I Title My Property Correctly for My Estate Plan?

August 29, 2019
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

If you think Estate Planning is simply the creation of a will or trust, you are missing a large portion of information, and could potentially have assets that do not flow according to the plan you have set up in your will or trust.

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 Can I Do with a Trust to Help My Kids?

There are mechanisms that you can put in place through a trust to help your children become financially responsible with their inheritance.

How Does a Life Estate Work?

When you use a life estate, how does it work? What are the restrictions and who pays the property taxes and other expenses for the home?

How to Design an Estate Plan with a Blended Family?

No one marries with the intention of getting divorced, but about half of all marriages in the U.S. will end in divorce. Divorce and second marriages can complicate the process of estate planning and present a number of challenges.

Do I Need a Spendthrift Trust for a Relative?

Sometimes you have to hold the reins tight, especially when it comes to money. A spendthrift trust does exactly that.

Is Having a Will Really Such a Big Deal?

July 24, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Probate and Estate/Trust Administration

Your obligations to your family or loved ones do not stop, even if you have already passed on. If your family, especially your children, are still heavily dependent on you, you can still provide for them through proper estate planning, even if you are no longer present.

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.