William A. O'Leary

My wife and I recently engaged Bill O’Leary of The Legacy Planning Group to guide us through the preparation of a family trust, living wills, powers of attorney and health directives. We had procrastinated in doing this for too many years. He was able to answer all of our questions regarding the la...test estate laws which appear to have been revised over the years. He, Jeannette and Jennifer were very helpful, courteous, prompt and professional in implementing this process in terms which we could understand. We highly recommend Bill and his “team”.

Although my wife and I are both CPAs (and in theory should "know better"), in 21 years of marriage we never took the time to make a will. Our life insurance agent persuaded us that the time had come and suggested a consultation with Bill O'Leary. We honestly did not know where to begin. Bill is frien...dly, knowledgeable and personable. He took the time to fully answer all our questions, patiently explaining everything from the "big picture" down to the small details. His multi-disciplinary experience enables him to knowledgeably advise us regarding business and personal issues, as well as helping guide us through the relative advantages of such decisions as will vs. trust. In one reasonable engagement, Bill and his professional associates (particularly Jeanette) efficiently took us from "plan zero" to wills, living wills, durable powers of attorney, healthcare powers of attorney, and HIPPA authorizations, additionally providing some very practical tools such as fiduciary summaries, personal property memoranda, even a record of our computer passwords. The final product is as professional as it gets, available to us in both paper and digital versions. I wholeheartedly recommend Bill and his firm to our co-workers and other friends without reservation. I'm certain our family will continue to consult with Bill and his associates in the future.

We knew we needed to update our will and Bill O'Leary was highly recommended to us. Our children are grown and we are retiring in a few years. Bill asked us a series of questions to help us find the best solution for our situation. He was extremely professional, knowledgeable and personable. He guide...d us smoothly through our options with good explanations of both the benefits and possible short comings of each option. We decided a trust was the best way to protect our assets and medical powers of attorneys for peace of mind. Also his staff was wonderful to us.