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A safe deposit box isn't a good choice

Irrevocable ? What are Benefits of Putting Money into a Trust?

Posted on: June 15, 2022 | By: David Parker, Esq.
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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Maureen McGovern and her illness

What Happens Financially when a Spouse Dies?

Posted on: June 14, 2022 | By: David Parker, Esq.
When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
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Assistance for caregivers

Can My Hands Tell Me about Liver Problems?

Posted on: June 10, 2022 | By: David Parker, Esq.
Many of us take our hands for granted. We use them all day yet tend to overlook or dismiss issues with our hands as problems we hope will simply go away on their own. However, your hands—including the palms, fingers, and nails—can contain clues to your overall health, and certain signs may mean that one of your vital organs is in real danger.
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Teeth and senior health

Can Life Insurance Help Estate Planning for Women?

Posted on: June 9, 2022 | By: David Parker, Esq.
Women are receiving increased recognition for the critical roles they serve in society. This increased recognition leads to greater awareness of women’s financial challenges and the financial industry’s solutions to those challenges.
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What doesn't Medicare cover.

Intestacy - Will My Family Hate Me If I Die without a Will?

Posted on: June 8, 2022 | By: David Parker, Esq.
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
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What happened to Pat Bowlen 's estate?

What about Personal Property when Someone Dies?

Posted on: June 7, 2022 | By: David Parker, Esq.
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.
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How does Portability work?

Is a Roth Conversion a Good Idea when the Market Is Down?

Posted on: June 6, 2022 | By: David Parker, Esq.
Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.
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Where is your Health Care Power of Attorney ?

What Should I Know about Caring for Loved One with Huntington’s Disease ?

Posted on: June 4, 2022 | By: David Parker, Esq.
Caregivers tend to have this mentality of taking care of the other person first and foremost, and anything that the caregiver needs is going come second.
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Estate Planning in a nursing home?

How Is Pope Francis an Inspiration to All Seniors?

Posted on: June 3, 2022 | By: David Parker, Esq.
Pope Francis’ willingness to work despite knee pain that has made walking nearly impossible shows other older adults that they have wisdom and experience to offer younger generations, a top Vatican cardinal said Tuesday.
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Big COLA increase in 2023

How Do I Conduct an Estate Inventory?

Posted on: June 2, 2022 | By: David Parker, Esq.
What's Included in an Estate Inventory?
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