Distributing Inherited Assets in Many Accounts May 8, 2020 Bill O’Leary, Esq. Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives. Read More
What Documents Do I Need When Someone Dies? February 5, 2019 Bill O’Leary, Esq. Probate and Estate/Trust Administration After someone dies, family members will need to locate all of the decedent's important papers. Read More