5 Estate Planning Strategies to Keep Your Money in the Family

May 16, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

5 Estate Planning Strategies to Keep Your Money in the Family The inheritance you leave could still be eaten away by taxes and expenses. Here are five strategies to avoid that. By Maryalene LaPonsie, Contributor Nov. 19, 2015, at 11:07 a.m. 5…

What are Some Good Estate Planning Ideas in the Pandemic?

May 7, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.

Am I Making One of the Five Common Estate Planning Mistakes?

May 6, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.

A Good Move to Make during the Pandemic

April 27, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The COVID-19 crisis isn't just costing Americans their freedom and jobs; it's also forcing millions to contemplate their own mortality.

Do I Need to Be Wealthy to Set Up a Trust?

April 22, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning, Life Insurance, Power of Attorney, Probate and Estate/Trust Administration

If you've heard of trust funds but don't know what they are or how they work, you're not alone. Many people know just one key fact about trust funds: they're set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.

Who Gets Copies of the Will After a Person Dies?

April 18, 2020
Bill O’Leary, Esq.
Elder Law, Estate Planning, Probate and Estate/Trust Administration

Who Gets Copies of the Will After a Person Dies? Many movies and television shows have a scene where a family gathers around a big table after a relative has died to listen to the reading of the will. While…

What Will Happen to Jeffrey Epstein’s Estate?

Two days before he died in what was ruled a suicide in a Manhattan jail cell, Jeffrey Epstein signed a will that put all of his holdings into a trust.

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).

Coronavirus News Should Make You Think about Estate Planning

April 2, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Nobody likes to think about their own mortality, and that's why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.

Ozzy Osbourne and Sharon Osbourne Have an Estate Plan

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

Ozzy Osbourne and Sharon Osbourne plan to pass on their significant fortune to future generations of their family.