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Paul O. Dillon Attorney at Law
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What Is a Fiduciary and Why Is It Important?
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“One of the most important decisions you will ever make is choosing a fiduciary.” Continue reading
Posted Mar 20, 2022 at Paul O. Dillon, Attorney at Law
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Estate Planning Matters for Singles
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“If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.” Continue reading
Posted Mar 20, 2022 at Paul O. Dillon, Attorney at Law
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What to Leave In, What to Leave Out with Retirement Assets
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“To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.” Continue reading
Posted Mar 20, 2022 at Paul O. Dillon, Attorney at Law
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Do You have to Go through Probate when Someone Dies?
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“At some point in your life, you may find yourself an administrator, a beneficiary or a creditor of a probate estate. You may even want this information for planning your own estate.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Are 529 Plans Part of Your Estate?
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“People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Do Unrecorded Deeds Help or Hurt Estate Planning?
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“While discussing estate planning with my parents, they told me that an attorney prepared a deed for them but told them not to record it yet.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Can Your Pandemic Pet Be in Your Estate Plan?
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“Many people already had pets before COVID-19, but a recent University of Michigan National Poll on Healthy Aging found as many as 10% of those individuals between ages 50 to 80 acquired a new pet between March 2020 and January 2021.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Do QTIP Trusts Help avoid Estate Taxes?
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“Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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When Should an Estate Plan Be Reviewed?
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“The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Can Family Members Contest a Will?
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“The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Short-Cuts to Estate Planning can Lead to Costly Consequences
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“Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man's (or woman's’) estate planning.’ This type of estate planning has some very negative tax consequences.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Do Estate Planning before Golden Age Ends
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“Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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When can Family Members Make Medical Decisions?
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“Ensuring that your wishes on your medical care are followed, is up to you. Take action now while you’re well, or you could later lose a say in the matter during a crucial time.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Collecting Social Security from Divorced Spouse
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“It’s always smart to maximize your Social Security benefits, and if you are divorced, one way to do that might be to take them based on your ex’s earnings record. Here are some of the rules on how that works.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Do You Have to Do Probate when Someone Dies?
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“For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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What Do I Need to Know about Estate Planning?
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“Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Can a Daughter Help Parents by Buying Home?
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“I am one of three daughters who will inherit our home when our parents pass away. They have a mortgage on the home and some credit card debt. Would it be wise for us to purchase their home before their death, so their mortgage debt is paid off?” Continue reading
Posted Mar 19, 2022 at Paul O. Dillon, Attorney at Law
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Your Will and Estate Planning Checklist
“Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.” Continue reading
Posted Jan 11, 2022 at Paul O. Dillon, Attorney at Law
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Michael Jackson Estate’s Big Win against IRS in Tax Court
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“A ruling that Michael Jackson’s image and likeness at the time of his death were worth about $157 million less than the IRS estimated warns the agency not to look too far down the road, when assessing the value of a celebrity’s estate.” Continue reading
Posted Jan 8, 2022 at Paul O. Dillon, Attorney at Law
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Tackling Estate Plan Quarter by Quarter
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“Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.” Continue reading
Posted Jan 8, 2022 at Paul O. Dillon, Attorney at Law
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When Should Children Receive an Inheritance?
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“Is it better to help your children when you’re still alive? Or wait until after you die?” Continue reading
Posted Jan 8, 2022 at Paul O. Dillon, Attorney at Law
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What Does SLAT Mean in Estate Planning?
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“These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.” Continue reading
Posted Jan 8, 2022 at Paul O. Dillon, Attorney at Law
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What Does the Executor Do?
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“If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.” Continue reading
Posted Jan 8, 2022 at Paul O. Dillon, Attorney at Law
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Should You Get Medical Power of Attorney?
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“Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.” Continue reading
Posted Jan 8, 2022 at Paul O. Dillon, Attorney at Law
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What Is Benefit of a Roth IRA at the Time of Retirement?
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“Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.” Continue reading
Posted Jan 8, 2022 at Paul O. Dillon, Attorney at Law
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