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Can a BDIT save you on taxes?

How Did Olivia Newton-John Plan Her Estate?

Posted on: November 2, 2022 | By: David Parker, Esq.
Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.
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Can I get less in Social Security ?

Why Would My Social Security Payments Be Cut?

Posted on: November 1, 2022 | By: David Parker, Esq.
In Social Security parlance, ‘benefit’ and ‘payment’ are often used interchangeably. However, they do not mean precisely the same thing.
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How to provide asset protection

SLAT - Are You Ready for 2026?

Posted on: October 31, 2022 | By: David Parker, Esq.
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
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Balance and Dementia

Is Losing My Balance a Sign of Dementia?

Posted on: October 28, 2022 | By: David Parker, Esq.
Changes in balance and gait could be indicative of either late-stage Alzheimer's or early-stage vascular dementia.
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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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