Estate Planning

You’ve carefully built your retirement savings over decades, but did you know that once inherited, these accounts could be vulnerable to creditors? As an Olney estate lawyer, I’ve seen too many families surprised when inherited retirement accounts they thought were protected ended up exposed to legal claims. The Supreme Court Changed Everything In 2014, the …

Olney Estate Lawyer Explains: Your Inherited IRA May Be at Risk Read More »

As an Olney trust lawyer, I often meet families who’ve been targeted by aggressive marketing from what’s known as a “trust mill.” These clients usually come to us worried, clutching generic trust documents that aren’t worth the paper they’re printed on. While the low prices might have been attractive initially, they quickly discovered that cheap, …

Trust Mills: Why Mass-Produced Estate Planning Could Put Your Family at Risk Read More »

As an Olney estate planning lawyer, I often find that people associate powers of attorney only with end-of-life planning. However, limited powers of attorney (POAs) can be incredibly useful tools for managing specific tasks in your day-to-day life. Think of them as delegating authority for a particular purpose, rather than handing over complete control of …

When Do You Need a Limited Power of Attorney? More Often Than You Might Think. Read More »

If you own commercial property, you’ve likely spent years building and managing your real estate investments. As an Olney will and trust lawyer, I’ve guided many property owners through the complex process of including these valuable assets in their estate plans. The truth is, passing down commercial property requires much more careful consideration than transferring …

Commercial Property in Your Estate Plan: Advice From an Olney Will and Trust Lawyer on Protecting Your Real Estate Legacy Read More »

In my years as a Olney probate attorney, I’ve seen an alarming trend: scammers targeting grieving families with fake debt collection calls. These predators scan obituaries and public records, then approach family members claiming the deceased owed them money. Today, I want to warn you about these schemes and explain how debt really works after …

Olney Probate Attorney Warns: Don’t Fall for These Debt Collection Scams After a Death Read More »

You’ve spent a lifetime building your legacy, but now you’re tossing and turning at night, worried about how your heirs might handle it. As an Olney elder lawyer, I’ve sat across the desk from countless clients who share these concerns. They wonder: Will my wishes be respected? Could one of my children challenge my decisions? …

Heir-Raising Concerns? Why a Family Powwow with Your Olney Elder Lawyer Might Be the Answer Read More »

As an Olney Will and Trust Lawyer, I’ve seen firsthand the consequences of inadequate estate planning. Many parents, regardless of age, overlook crucial aspects of securing their family’s future. Whether you’re a new parent, think you’re too young for estate planning, or haven’t updated your documents in years, this post is for you. Let’s explore …

Estate Planning Red Flags: An Olney Will and Trust Lawyer Reveals Common Parental Missteps Read More »

As a Olney Trust Lawyer, I often encounter questions about different types of property documents. Two that frequently come up are documents for transferring property ownership and those used in lending situations. Let’s explore these important legal instruments and how they might impact your property rights. Ownership Transfer Documents Documents like No Consideration Deeds or …

Deeds Decoded: Your Olney Trust Lawyer Unveils Property Transfer Documents Read More »

As we round out another election season, it’s natural to focus on how government policies might affect our families and finances. However, as any experienced Olney estate planning lawyer will tell you, there’s a crucial aspect of your family’s future that remains constant regardless of who’s in office: the need for a personalized estate plan. …

The Election Won’t Change the Government’s Plan for Your Family and Assets… You Need an Estate Plan! Read More »