Estate Planning

As an elder lawyer in Olney, I’ve noticed a recurring theme when helping families navigate the downsizing process. Parents often struggle to part with possessions because they hope to pass them down to their children. Yet when meeting with adult children after their parents’ passing, we frequently hear a different perspective: they feel overwhelmed by …

Downsizing with Your Children’s Inheritance in Mind: Advice from a Olney Elder Lawyer Read More »

As an Olney probate lawyer, I’ve witnessed firsthand how scammers exploit families during their most vulnerable moments. The days and weeks following a loved one’s passing should be a time for healing and remembrance – not defending against fraud. Let me share some crucial insights to help protect your family during this sensitive time. The …

Beware Of These Estate Scams: A Olney Probate Lawyer’s Guide to Protecting Grieving Families Read More »

As an Olney probate attorney, one of the most common questions I hear from families is about student loan debt after death. With student loan debt in America reaching unprecedented levels, it’s a crucial topic that affects many families during probate administration. Federal vs. Private Student Loans: A Critical Distinction The fate of student loans …

What Happens to Student Loans After Death? Olney Probate Attorney Explains Read More »

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 »