Does My Estate Plan Need an Audit?

November 4, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.

What If Grandma Didn’t Have a Will and Died from COVID-19?

June 26, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The novel coronavirus pandemic has upended the lives of millions, created a slew of unexpected struggles and, for many, turned nightmares into reality.

Do I Need a Beneficiary for my Checking Account?

Checking accounts don't necessarily require account holders to name a beneficiary.

How Can Beneficiary Designations Wreck My Estate Plan?

Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure that your beneficiary designations are consistent with the rest of your estate plan.

How Do I Set Up a Living Trust?

Setting up a living trust is largely the same, regardless of where you live in the U.S.

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.

Did Luke Perry Plan His Estate?

When Luke Perry, whose full name was Coy Luther Perry III, died on March 4, 2019, he was surrounded by family and loved ones. Tragically, the actor—who rose to fame playing a teenage heart-throb on Beverly Hills 90210—died from a condition that almost everyone thinks of as one that only strikes "old" people. Fortunately, Perry's foresight to do the proper estate planning, meant that the tragedy was not made worse for his family.