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Joint Ownership on Accounts

Assisted Living Providers Face More Pandemic-Related Scrutiny from OSHA

Posted on: April 15, 2022 | By: David Parker, Esq.
Assisted living communities and other healthcare settings cited for previous COVID-19 safety violations are facing additional pandemic-related scrutiny from the federal government.
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Where is your Health Care Power of Attorney ?

Can I Avoid the Economic Dangers of Caregiving?

Posted on: April 14, 2022 | By: David Parker, Esq.
If caregiving looms in your future — and it likely does if you’re a daughter, an only child or the one (if you are, you know what I mean) — take time now to protect your financial life.
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Congress has a new long-term care insurance bill

New Bill Could Make Long-Term Care Insurance More Affordable

Posted on: April 13, 2022 | By: David Parker, Esq.
Legislation introduced last week in the House of Representatives would reform the tax code in an effort to make long-term care insurance more affordable and accessible for older adults.
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What was in Ray Liotta 's Will

Trust - Is Estate Planning Affected by Property in Two States?

Posted on: April 12, 2022 | By: David Parker, Esq.
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
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Don't make these estate planning mistakes

No Will? What Happens Now Can Be a Horror Show

Posted on: April 11, 2022 | By: David Parker, Esq.
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
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What's your end of life plan?

What Helps Create the Best End Of Life Plan?

Posted on: April 8, 2022 | By: David Parker, Esq.
A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.
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What's new with Tricare?

What Should I Know about Tricare When I Retire?

Posted on: April 7, 2022 | By: David Parker, Esq.
’Plan for what is difficult while it is easy’ is an apt quote regarding healthcare in general and Tricare in particular. If you’re transitioning out of the military, it’s important to know your responsibilities and form a strategy well in advance of your separation date.
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How can a Discretionary Trust help me?

Should I have a Discretionary Trust in My Estate Plan?

Posted on: April 6, 2022 | By: David Parker, Esq.
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
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A Special Needs Trust can protect your child.

What Is Best Way to Spend ABLE Account Money?

Posted on: April 5, 2022 | By: David Parker, Esq.
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
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How does Portability work?

How Does Gift Tax Exclusion Work?

Posted on: April 4, 2022 | By: David Parker, Esq.
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
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