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.

Elder Law Can Help When an Aging Parent Refuses to Give Up Control

There are plenty of aging parents out there making life difficult for their adult children…

Lessen the Chances of My Children Fighting Over Their Inheritances.

My mom wants to leave her house to me, since I'm the only girl. My brothers may try and contest this in probate court. What can my mom do to be sure I receive ownership of the house upon her death?

Why is Angelina Jolie Leaving Her Total Estate to Just One of Her Kids?

Angelina Jolie has reportedly laid out the details of her estate, according to Radar Online, revealing that she plans to leave her $116 million-dollar fortune to only one of her six children, her son Maddox.

Gifts During Lifetime Has Advantages

You probably give to others each year, such as for birthdays and Christmas gifts. Gifting can be done for other reasons, including during life or as bequests at death. The reasons for doing so could be to accomplish nontax or tax goals.

Does Estate Planning Include Your Account Passwords?

Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.

What If I Give Unequal Inheritances to My Kids?

Most of us would like to be remembered for who we were, not what we had. If you have any assets that you’ve accumulated during your lifetime that you plan to leave behind, it’s on you to figure out who gets what.

How Do Family Relationships Mess Up Estate Planning?

April 23, 2019
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

Families should plan early and communicate their wishes to their estate planners, as well as update their legal documents to reflect those wishes.

What is the Best Way to Leave an Inheritance to a Grandchild?

While everyone from brand new parents to great grandparents can benefit from the advice of a competent estate planning lawyer, frequently the individuals making sure that their affairs are in order, are those in their golden years. They have a common concern: what about their grandbabies?

When Do I Need a Revocable Trust?

April 15, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Life Insurance, Power of Attorney, Special Needs Planning

The Last Will and Testament plays an essential role in estate planning and without question everybody should have one.