Am I a Senior Citizen?

There is no clearly defined age when you become a senior citizen. Some people might consider themselves seniors when they retire from the workplace, sign up for Social Security or begin to spend their retirement savings, but others aren't ready to call themselves a senior citizen yet.

Do I Qualify as an Eligible Designated Beneficiary under the SECURE Act?

August 27, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning

What Is an Eligible Designated Beneficiary?

What Should I know about Financial Powers of Attorney?

May 21, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.

Are You Considering the Impact of Your Estate Plan on your Heirs?

Unless you take your heirs' wishes, taxes and interests into consideration in your plans, you could be committing some serious unforced errors with your estate.