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Estate Planning and Elder Law Blog

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Assistance for caregivers

How Is HHS Helping Caregivers?

Posted on: October 27, 2022 | By: David Parker, Esq.
The U.S. Department of Health and Human Services put forth a national strategy – the first of its kind – to support millions of family caregivers and address the challenges they face when caring for people with developmental disabilities or other health issues.
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Can an annuity work in an estate plan?

Does My College Kid Need an Estate Plan?

Posted on: October 26, 2022 | By: David Parker, Esq.
As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
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Where is your Health Care Power of Attorney ?

How Important Is a Health Care Power of Attorney?

Posted on: October 25, 2022 | By: David Parker, Esq.
It is your right to keep your health information private, but is that always what is in your best interests?
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Whe a loved one passes away.

What Do I Need to Do When a Loved One Dies?

Posted on: October 24, 2022 | By: David Parker, Esq.
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
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New IRS portability rules

Estate Planning Considerations for Minor Children

Posted on: October 24, 2022 | By: David Parker, Esq.
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.
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Finding an Elder Law Attorney

How Can an Elder Law Attorney Help Me?

Posted on: October 21, 2022 | By: David Parker, Esq.
With an elder care lawyer by your side, handling issues associated with Medicaid and Medicare is easy.
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What wrong with the Presley estate?

What Did George Harrison Leave to His Sister in His Estate Plan?

Posted on: October 20, 2022 | By: David Parker, Esq.
George Harrison and his older sister Louise were close, even though they had a falling out in the 1990s. Before his death, they reconciled, so Louise was surprised when she got the news that she would no longer be receiving anything from his estate.
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Big COLA increase in 2023

Vets May See a Big COLA Jump Next Year

Posted on: October 19, 2022 | By: David Parker, Esq.
Veterans could see their benefits boosted by the biggest margin in four decades after Congress on Thursday finalized plans to guarantee that veterans’ checks see the same cost-of-living boost as Social Security payouts.
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Can a BDIT save you on taxes?

How Does Probate Court Work?

Posted on: October 18, 2022 | By: David Parker, Esq.
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.
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What does the surviving spouse get?

Estate Plans Can Protect against Elder Financial Abuse

Posted on: October 17, 2022 | By: David Parker, Esq.
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.’
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