Does an Ex-Wife Get Her Former Husband’s Inheritance Because He Died of COVID-19?

September 30, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

My big brother died of COVID-19 and he didn’t have a will. He divorced 20 years ago and has no children, but his ex is telling me she should get an inheritance. Who has the right to his money?

Estate Planning Needs for Every Stage

September 25, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.

Searching for Lower Taxes? Check State Laws

September 23, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Probate and Estate/Trust Administration

Some states are great to live in, but not so great to die in.

Is My Stuff Worth as Much as I Think? Can I Leave a Good Inheritance?

Can you imagine a millennial with a china hutch?

What Happens If I Don’t Fund My Trust?

September 14, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

What’s Happening to Valerie Harper’s Emmy Awards in Her Estate?

September 11, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Probate and Estate/Trust Administration

Even in our topsy-turvy world of coronavirus chaos, one thing stands firm: thou shall not sell old Emmy awards on the open market.

Daughters of Don Lewis from ‘Tiger King’ File Lawsuit

September 8, 2020
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

The surviving daughters of Don Lewis, a Tampa man who went missing 23 years ago this month, have filed a lawsuit in Hillsborough County court against Tiger King subjects Kenny Farr and Carole Baskin, along with a woman listed as a witness on Lewis’ will.

How Can I Avoid Family Fighting in My Estate Planning?

September 4, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate plan.

Which Stars Made the Biggest Estate Planning Blunders?

August 29, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

The saying goes that anyone who does not learn from mistakes in the past, is doomed to repeat them. In estate planning, if you do not learn from other’s mistakes, you are likely to repeat them.