What are the Different Kinds of Powers of Attorney?

July 31, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Guardianship, Power of Attorney, Probate and Estate/Trust Administration

As you age, it is important to have your affairs in order to ensure peace of mind for you and your family. Several documents need to be in place to help your family know and carry out your wishes.

Baseball Champion Sues Daughter-In-Law, denies having Dementia

July 29, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Orlando Cepeda wants to know where his money went. He also wants to learn what happened to all of his baseball memorabilia, including his 1967 National League Most Valuable Player Award, and wants to be made whole.

Why You Need an Advance Directive Right Now

July 15, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana has over 37,000 cases of COVID-19 and over 2,100 deaths. That is why articulating your wishes regarding end-of-life health care, is more important than ever.

Update Will at These 12 Times in Your Life

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

It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.

How Do I Talk about End-Of-Life Decisions?

June 19, 2020
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Guardianship, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

No one likes to think about the end of their life, but it’s an important topic that many people put off until it’s too late.

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.

Why Do I Need an Advanced Healthcare Directive?

An advanced healthcare directive - also known as a living will - is a legal document in which a person lists the specifics of medical care and comfort actions they desire, should the individual no longer be able to make decisions for themselves due to illness or incapacity.

How Can Estate Planning Protect Me from COVID-19?

June 12, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The ongoing pandemic has made everyone have to face some unpleasant realities, including the idea that one day we won’t be here anymore. Do you know how to make sure that your affairs are in order for your loved ones?

Are My Beneficiary Designations Trouble for My Heirs?

June 6, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.

Steps to Take When a Loved One Dies

May 29, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Guardianship, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.