About Asset Protection Plans

April 21, 2021
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning

About Asset Protection Plans BY JULIE GARBER REVIEWED BY EBONY J. HOWARD Updated March 18, 2021 With the economy slowly plugging along and credit remaining tight, asset protection is still a hot topic. So what is asset protection, and how can…

Do We Need Estate Planning?

February 19, 2021
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Guardianship, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.

Did Larry King have an Estate Plan?

February 17, 2021
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Retirement can be a bigger drag on the assets than all the professional and romantic mistakes put together.

Did Robert Redford Have a Business Exit Plan?

January 15, 2021
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning

Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in 1969. This year, he's stepped away, selling the resort to Broadreach Capital Partners and Cedar Capital Partners. While we don't know how much the resort was sold for, the structure of the sale shows how this iconic real estate investor has built a successful exit strategy.

What Key Estate Planning Terms Should I Know?

November 26, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Guardianship, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.

Why Planning Tasks Don’t Stop Because You’ve Retired

November 11, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Guardianship, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.

Why you should have a Financial Advisor help with your Estate Plan.

October 23, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning, Life Insurance

Why you should have a Financial Advisor help with your Estate Plan. Why should you have a Financial Advisor help with your Estate Plan? Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is…

Pre-Election Estate Planning Includes a Vast Variety of Trusts

October 7, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.

Estate Planning for Asset Distribution

September 24, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Care, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.

What Happens If I Don’t Fund My Trust?

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

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.