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Can a BDIT save you on taxes?

Should I have a Pour-Over Will ?

Posted on: May 18, 2022 | By: David Parker, Esq.
What is a pour-over will?
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What wrong with the Presley estate?

What Kind of Prenup will Soccer Star David Beckham ’s Son have to Sign?

Posted on: May 17, 2022 | By: David Parker, Esq.
Brooklyn Beckham is understood to have signed a prenuptial agreement with his heiress bride-to-be Nicola Peltz.
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New IRS portability rules

Can a Family LLC Reduce Estate Taxes?

Posted on: May 16, 2022 | By: David Parker, Esq.
These vehicles let a family manage multiple interests, preserve parental control and protect assets from claims of creditors and divorcing spouses, among other benefits.
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In-Home Aide is a life saver

Tips on Finding the Right In-Home Aide

Posted on: May 13, 2022 | By: David Parker, Esq.
As you age, you may need help to take care of your health but want to live independently in your home.
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Communication in estate planning

Why Is Communication Important in Estate Planning ?

Posted on: May 12, 2022 | By: David Parker, Esq.
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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Don't fight over an inheritance

My Children Really Don’t Want My Stuff?

Posted on: May 11, 2022 | By: David Parker, Esq.
Your grown children will not agree to be the recipients of your downsizing, if it means their upsizing.
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Can a BDIT save you on taxes?

How to Know If a Last Will Is Invalid

Posted on: May 10, 2022 | By: David Parker, Esq.
When considering whether to contest a decedent’s Last Will and Testament, an individual should consider whether red flags might be present which may point to a successful basis to challenge a disputed Will.
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Fundamental estate planning

Communication is Key in Generational Estate Planning

Posted on: May 10, 2022 | By: David Parker, Esq.
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
Read More
What doesn't Medicare cover.

What are non-probate Assets ?

Posted on: May 9, 2022 | By: David Parker, Esq.
In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not pass by will —so called non-probate assets.
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Where is your Health Care Power of Attorney ?

How Bad Is Caregiver Burnout?

Posted on: May 6, 2022 | By: David Parker, Esq.
A new study showed that caregiver burnout is becoming a growing problem.
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