Spring has Sprung. When Should I Start my Estate Plan? Now!

March 20, 2021
Bill O’Leary, Esq.
Estate Planning, Long-Term Care Planning, Power of Attorney

Spring has Sprung. When Should I Start my Estate Plan? Now! According to an article by MerchantsBank.com entitled: Guide to Estate Planning by Age, You might think estate planning doesn’t apply to you. You aren’t old enough. You don’t have…

How to Plan for Incapacity

August 22, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Guardianship, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.

Prevent Estate Administration Problems Before They Occur

If your will was signed before 2013 and you have a so-called by-pass estate tax saving trust that is no longer necessary, you really should update and simplify your will.

Elder Abuse Continues as a Billion-dollar Problem

The official figure for elder financial fraud used by a congressional committee is around $3 billion a year, but that’s based solely on reported cases of fraud. Other estimates are 10 times that much.

Preparing for an Emergency Includes Power of Attorney

If you experienced a temporary illness or needed someone to quickly step in to pay your bills, would your finances be organized enough for them to handle?