Being an Adult Means You Need an Estate Plan

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want your assets distributed.

This is the Year to Complete Your Estate Plan!

February 28, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Power of Attorney

If You Haven’t Started Your Estate Plan, Now is The Time.

Will Stepmother Take Dad’s Money When He Dies?

Now that just a third of American households are “traditional” (heterosexual, married, with children), estate planners and advisors need to raise new questions with their clients and offer new solutions.

How Can I Goof Up My Estate Plan?

Even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.

How Do I Include My Pet in My Estate Plan?

Here are a few financial planning tips/topics, if you are considering a new pet or looking to ensure that yours is cared for should you predecease it.

Who Pays What Taxes on an Inherited IRA?

I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into her estate account, how will this money be taxed?

Who Will Cover My Debt When I Die?

Will your debt continue to haunt you from beyond the grave? Find out what exactly happens to debt when you die, while you still owe.