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William O'Leary

Legacy Planning Law Group

William O'Leary

Legacy Planning Law Group

William O'Leary

Legacy Planning Law Group

As an estate planning attorney, Bill is passionate about making the planning process understandable and comfortable.  He has dedicated his legal career to helping families achieve the peace of mind that comes with creating a personal legacy and promoting family harmony.

Bill guides clients through a process that many find daunting and unfamiliar. Planning for death and disability often is ignored and, sadly in far too many situations, it is never done because people find the process mysterious, intimidating and overwhelming. Bill identifies a client’s concerns and journeys with them through the process. Just as he wants to be guided and treated in unfamiliar situations, Bill makes sure that his clients understand what is going on as they develop an estate plan that embodies their unique wishes and desires.

Firm Description

Many people put off estate planning, making a will, or doing any type of end-of-life legal preparation. Most commonly it is because they don’t want to think about end-of-life issues, they think it will be a difficult or uncomfortable process, or they think they are too young to worry about this type of thing. The truth is, you are never too young, and when you work with the right lawyer, the whole process can be far easier than you might imagine. In fact, many clients say that they feel a burden lifted off their shoulders that they didn’t even know was there once they have completed their estate planning.

Legacy Planning Law Group is dedicated to working with individuals and families to help protect the assets they have built throughout their life, and make everything simpler for families who have lost a loved one. We help thoughtful people achieve the peace of mind that comes with planning their personal legacy and passing on family harmony.

Our legal team will work closely with you to make arrangements to help get things in order including addressing the following essential concerns:
    •    Who Makes Financial Decisions Should You Become Unable
    •    Which Assets Go to Which Heirs
    •    Avoiding the Probate Process
    •    What Type of End of Life Care Do You Want
    •    Care for Minor or Disabled Children
    •    And much more

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

Pricing is discussed and agreed-upon after the initial meeting. The initial meeting is designed to get to know each other and see if we are a right fit for each other. The initial meeting is free.

What Is an Elder Law Attorney?

Main Office

9957 Moorings Drive, Suite 301
Jacksonville, FL 32257

On the web

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Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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