How Can I Goof Up My Estate Plan? February 22, 2019 Bill O’Leary, Esq. Estate Planning Even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct. Read More
How Do I Include My Pet in My Estate Plan? February 19, 2019 Bill O’Leary, Esq. Estate Planning 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. Read More
Who Pays What Taxes on an Inherited IRA? February 7, 2019 Bill O’Leary, Esq. Estate Planning 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? Read More
Who Will Cover My Debt When I Die? January 28, 2019 Bill O’Leary, Esq. Probate and Estate/Trust Administration 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. Read More