The Cost to Settle a Trust after the Trustmaker Dies, Costs and Fees.

The Cost to Settle a Trust after the Trustmaker Dies, Costs and Fees. BY JULIE GARBER A common misconception about trust costs is that they are not significant, particularly when settling the trust after the trustmaker dies. Although the overall cost…

How Do I Manage a Will and Trust

How Do I Manage a Will and Trust A last will and testament is used to point out the beneficiaries and trustees and the legal professionals you want to be involved with your estate when you have passed, explains this…

Spring has Sprung. When Should I Start my Estate Plan? Now!

March 20, 2021
Bill O’Leary, Esq.
Estate Planning, Long-Term Care Planning, Power of Attorney

Spring has Sprung. When Should I Start my Estate Plan? Now! According to an article by MerchantsBank.com entitled: Guide to Estate Planning by Age, You might think estate planning doesn’t apply to you. You aren’t old enough. You don’t have…

Your Estate Planning Checklist for 2021

Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.

How Does Probate affect Real Estate Transactions?

December 14, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?

Consider Funding a Trust with Life Insurance

Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.

How to Protect Your Estate from Unintended Heirs

October 9, 2020
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

What happens when a decedent’s will or trust does not provide for a decedent’s child?

What Is a Fiduciary and a Fiduciary Duty?

A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.

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?

Can Kobe Bryant’s Widow Amend Trust?

June 23, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Vanessa Bryant has filed legal docs to protect all of her children. She is asking a judge to amend Kobe's trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.