Just Peachie Show

Just Peachie Ep1: Wills, Trust & Estates with Bill O'Leary, ESQ

Peachie Thompson · August 31, 2021

In this episode, Peachie interviews esteemed estate planning attorney Bill O'leary, ESQ of Legacy Planning Law Group where they discuss wills, estates and trusts in a manner that is very easy to understand. Watch Peachie's inaugural episode here:

or listen to the podcast version here:

Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.

This week, Peachie spoke with Bill O'Leary, ESQ of Legacy Planning Law Group.

About our guest speaker Bill O'Leary, ESQ: Bill O’Leary is passionate about making the planning process easy, comfortable, and understandable. He has dedicated his legal career to helping families achieve the peace and calm that comes with planning well, finishing the race strong, and leaving a lasting legacy built on family harmony.

Bill graduated from Georgetown University, received his J.D. from Temple University School of Law and is a graduate of the University of Florida's College of Law Tax Program. He is also a board member of NAIFA NE FL, Spina Bifida of Jacksonville and member of the Florida Bar, Financial Planning Association of Northeast FL, Planned Giving Council of NE FL, Estate Planning Council of NE FL and Academy of Special Needs Planners. Learn more about Bill here Legacy Planning Bill.

Some of the questions you'll get answered in this episode are:

  • What is probate?

  • What is an estate?

  • How to protect your kids' inheritance from lawsuits and divorce?

  • What is the purpose of a will?

  • When and how do I get a will done?

  • How is a will different from a trust?

  • Is a will good enough to prevent probate?

  • What is estate planning?

  • Who needs "estate planning"?

  • When do you need to start estate planning?

  • How much assets do I need in order to start thinking about these things?

  • Making kids contingent beneficiaries of life insurance?

  • How to have these conversations with your "older" parents?

Email us at contact@peachinsurance.net if you have any questions about this topic.

"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".

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