Estate Planning During a Pandemic – Quit Stalling

Estate Planning During a Pandemic – Quit Stalling The COVID-19 pandemic isn’t going away anytime soon. This global health crisis has proved especially dangerous for older Americans, a stark reminder to ensure your affairs are in order. Here is an…

Elder Financial Abuse on the Rise during Pandemic

The pandemic is isolating many elderly Americans—as family members distance themselves, in an effort to keep everyone safe.

Coronavirus Makes Estate and Tax Planning an Urgent Task

July 23, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.

Using Retirement Funds in a Financial Crisis

July 2, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance

U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.

Are Vets Using Remote Mental Health Care During the Pandemic?

Remote mental health care use among Veterans Affairs patients jumped dramatically last month as normal medical care appointments were disrupted and veterans forced into self-isolation because of the ongoing coronavirus pandemic.

The Coronavirus Pandemic Presents Ample Reasons to Reevaluate Your Estate Plan

April 18, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The Coronavirus Pandemic Presents Ample Reasons to Reevaluate Your Estate Plan The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances…

How to Assist Aging Parents During the Pandemic

April 15, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Long-Term Care Planning

How to Assist Aging Parents During the Pandemic If your parents are getting on in years, you may be helping them with their finances and other matters, such as medical visits and shopping. You may live close by and be…