Make Your Estate Creditor-Proof

January 24, 2022
Bill O’Leary, Esq.
Asset Protection, Estate Planning

Make Your Estate Creditor-Proof Here's how to ensure assets go to your heirs by Lynnette Khalfani-Cox, AARP, July 30, 2015 Ensure your assets go to directly to your loved ones instead of through probate. When you pass away, the tax man isn't the only…

October 1, 2019
Bill O’Leary, Esq.
Estate Planning

We are programmed to contribute the “max” to our retirement accounts and we disregard, or do not understand, the pitfalls of an improperly filled-out beneficiary forms.

Retirement Assets

Make Your Estate Creditor-Proof

Ignoring Beneficiary Designations Is a Risky Business