Do I Need a Revocable Living Trust?

April 9, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).

The Financial Legacy of Walt Disney’s Heirs and the Role of Trusts

March 11, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Guardianship, Power of Attorney

The Walt Disney Company has come a long way since it was founded by brothers Walt and Roy O. Disney nearly a century ago. What began as a cartoon studio is now a media powerhouse, complete with amusement parks and properties.

The Latest on Kirk Douglas’ Estate

March 9, 2020
Bill O’Leary, Esq.
Advanced Directives, Asset Protection, Business Planning, Elder Law, Estate Planning, Long-Term Care Planning, Probate and Estate/Trust Administration

Old Hollywood didn’t pay stars well by modern standards, but Kirk had the wisdom to own his most iconic films and pour the profit into property. Soon philanthropy will force tough choices. The death of any giant produces shockwaves. Where Kirk Douglas is concerned, those ripples reveal how much the entertainment landscape changed in his lifetime and how much the numbers have grown.

Fixing an Estate Plan Mistake

February 20, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Sometimes, despite best intentions and best efforts, an estate plan leaves unintended problems for heirs, trustees and others to solve. For example, a trust may have become outdated because of changes in tax laws, the birth or death of family members, or special circumstances like an heir’s disability.

Not a Billionaire? Trusts Can Still Be Beneficial

Even if your asset base doesn’t measure up to the Bill Gates standard, you may consider using trusts in estate planning. This is because they can help your heirs in many different ways.

Include Fido or Fluffy in Estate Planning

The best way to take precautions and ensure your pet will be well cared for, is by doing some estate planning.

What’s the Best Thing to Do with an Inherited Investment?

Receiving an inheritance can be a double-edged sword. On the one hand, it's overwhelming, thanks to the intense emotions associated with losing a loved one combined with the confusion about what to do with the newly acquired assets. On the other, an inheritance can re-invigorate your finances and create new opportunities for you and your family.

Trustee

Do I Need a Revocable Living Trust?

The Financial Legacy of Walt Disney’s Heirs and the Role of Trusts

The Latest on Kirk Douglas’ Estate

Fixing an Estate Plan Mistake

Not a Billionaire? Trusts Can Still Be Beneficial

Include Fido or Fluffy in Estate Planning

What’s the Best Thing to Do with an Inherited Investment?

Why Even “Regular Folks” Can Benefit from Trust Funds

Who Should I Name as Trustee of My Trust?

Should I Use a Trust to Protect My Children’s Inheritance?