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Home / Archives for Estate Planning

Assignment and Nominee

December 23, 2020 by Michael O'Brien

Assignment and Nominee

What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such an agreement as a belt and suspenders approach to funding. Read on to learn more. … [Read more...] about Assignment and Nominee

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Funding

What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?

December 9, 2020 by Michael J. O’Brien, Estate Planning Attorney

When you’re deciding to whom to leave assets, most people choose their children or other descendants. However, you also need to decide on the “contingent remainder” beneficiary. In other words, who should get your assets if all your other beneficiaries are gone. Read on to learn more about this often-confusing concept. … [Read more...] about What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?

Filed Under: Estate Planning, Legal Education Tagged With: beneficiaries, atom bomb, contingent remainder, exploding turkey

Fair Isn’t Always Equal and Vice Versa

December 2, 2020 by Michael J. O’Brien, Estate Planning Attorney

When you’re deciding how your assets should be divided at death, sometimes dividing them equally is the appropriate choice. But, sometimes it’s not. Fair isn’t always equal or vice versa. Read on to learn more, including how to avoid a challenge if you choose an unequal division among your children. … [Read more...] about Fair Isn’t Always Equal and Vice Versa

Filed Under: Estate Planning, Legal Education Tagged With: beneficiaries, children, unequal

The Questions of Estate Planning, Part 4: Where

December 27, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where … [Read more...] about The Questions of Estate Planning, Part 4: Where

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, estate planning attorney, move, where

The Questions of Estate Planning, Part 3: When

December 20, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...] about The Questions of Estate Planning, Part 3: When

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, incapacity, will

The Questions of Estate Planning, Part 2

December 13, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more. The Questions of Estate Planning, Part 2 … [Read more...] about The Questions of Estate Planning, Part 2

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, questions

The Questions of Estate Planning, Part I: Who

December 6, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part I: Who … [Read more...] about The Questions of Estate Planning, Part I: Who

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, questions

Planning for Education Expenses

November 29, 2019 by Michael O'Brien

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how a trust can be used to provide for your child or grandchild’s education. The article looks at how a trust can protect those funds. Planning for Education Expenses … [Read more...] about Planning for Education Expenses

Filed Under: Estate Planning, Legal Education Tagged With: Trusts, planning, 529, education

Planning for the Unexpected

November 22, 2019 by Michael O'Brien

It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read on to learn more about the prevalence of unexpected deaths and an example of what can happen without planning. Planning for the Unexpected … [Read more...] about Planning for the Unexpected

Filed Under: Estate Planning, Legal Education Tagged With: Intestacy, Probate, planning

Planning for Special Needs Children

November 8, 2019 by Michael O'Brien

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...] about Planning for Special Needs Children

Filed Under: Estate Planning, Legal Education Tagged With: Trusts, planning, special needs

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Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.

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Personal, professional service and follow up. Did what he said he would do at the agreed price.

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Michael has a comprehensive knowledge of estate palnning needs and trust issues. I trust his guidance and counsel completely.

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