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Paul O. Dillon Attorney at Law
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“According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“Thinking about life after your death can be uncomfortable. However, it's one of the most important things you can do.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“Getting a step-up in basis when each spouse dies can be a big tax advantage. It has not been available to those who live in common-law states. However, it may now be–through a community property trust.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“A living trust won't be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“Estate planning is one of the most important steps you can take for yourself and your loved ones.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“It is your right to keep your health information private, but is that always what is in your best interests?” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“Few will argue that the most important time to have a will is when you are parents of young children.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“If the surviving spouse is a second or subsequent spouse and did not have any children with the decedent, the surviving spouse takes even less.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“Estate planning takes a lot of time, but another factor that needs to not be overlooked is having a power of attorney.” Continue reading
Posted yesterday at Paul O. Dillon, Attorney at Law
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“The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off individuals to transfer much more to their heirs tax free during life—or at death.” Continue reading
Posted 2 days ago at Paul O. Dillon, Attorney at Law
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“From the birth of a child to a newfound charitable drive, these are the instances in which an alteration to your estate plan is critical.” Continue reading
Posted 2 days ago at Paul O. Dillon, Attorney at Law
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“We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.” Continue reading
Posted 2 days ago at Paul O. Dillon, Attorney at Law
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“People often overlook critical steps when they are doing their estate planning.” Continue reading
Posted 2 days ago at Paul O. Dillon, Attorney at Law
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“Thinking about what happens to your family when you pass away may be upsetting. However, it can be a good way to reduce the stress your loved ones will deal with during the grieving process.” Continue reading
Posted 2 days ago at Paul O. Dillon, Attorney at Law
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“A special needs trust (SNT) can help you provide financial security to your child after you die without leaving them ineligible for the government benefits that they need to sustain care.” Continue reading
Posted 2 days ago at Paul O. Dillon, Attorney at Law
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“While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.” Continue reading
Posted 2 days ago at Paul O. Dillon, Attorney at Law
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“There are things you learn from books and things you discover from life.” Continue reading
Posted 5 days ago at Paul O. Dillon, Attorney at Law
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“Are you better off giving money to children now when you can see the results or doing it through your estate after shuffling off this mortal coil?” Continue reading
Posted 6 days ago at Paul O. Dillon, Attorney at Law
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“Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.” Continue reading
Posted 7 days ago at Paul O. Dillon, Attorney at Law