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Estate Planning and Elder Law Blog

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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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What wrong with the Presley estate?

Was the Late Comedian Louie Anderson a Victim of Elder Abuse?

Posted on: October 14, 2022 | By: David Parker, Esq.
Louie Anderson was a victim of “elder abuse”, his family claims in legal documents.
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CDPAP will pay you to take care of Mom.

Rehab - Who Pays the Bills when Medicare Runs Out?

Posted on: October 13, 2022 | By: David Parker, Esq.
No one planned that Mom or Dad would have to end up long term in a nursing home and they can’t afford the cost after Medicare payments run out.
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Co-op and transferring to the kids

What is a Life Estate ?

Posted on: October 12, 2022 | By: David Parker, Esq.
Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
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