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Estate Planning and Elder Law Blog

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How can a Discretionary Trust help me?

Should I Sign a Prenup before I Get Married again at 60?

Posted on: September 26, 2021 | By: David Parker, Esq.
Those marrying at older ages should at least consider a prenuptial agreement, since both spouses may come into a marriage with significant assets, children, or both.
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Work on your Estate Plan

Actress Who Played Lieutenant Uhura Is Subject of a Conservatorship Battle

Posted on: September 17, 2021 | By: David Parker, Esq.
Legendary actress Nichelle Nichols, best known for her role as Lieutenant Uhura on Star Trek, is caught in the middle of what has been a years-long conservatorship battle.
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Open enrollment mistakes

What are Signs of Identity Theft?

Posted on: September 16, 2021 | By: David Parker, Esq.
These red flags signal that your financial data or other personal information may have been breached.
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Don't make these estate planning mistakes

Should I Try Do-It-Yourself (DIY) Estate Planning?

Posted on: September 15, 2021 | By: David Parker, Esq.
Your DIY estate plan might miss important details.
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How does Portability work?

What Is the Primary Purpose of a Credit Shelter Trust?

Posted on: September 14, 2021 | By: David Parker, Esq.
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
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Can a BDIT save you on taxes?

Do You Need Power of Attorney If You Have a Joint Account ?

Posted on: September 13, 2021 | By: David Parker, Esq.
As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.
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What does the surviving spouse get?

What Is Science Doing About Hearing Loss ?

Posted on: September 3, 2021 | By: David Parker, Esq.
Although hearing loss is a very common sensory loss — affecting one-third of all American adults between the ages of 65 and 74 and nearly half of those older than 75 — solutions to hearing problems have been slow to materialize. Until recently, hearing aids only made things louder, not necessarily clearer. Scientists have yet to discover a way to repair damage to the inner ear.
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What wrong with the Presley estate?

Who Inherited from the Painter Bob Ross ?

Posted on: September 2, 2021 | By: David Parker, Esq.
Bob Ross definitely didn't make a happy little accident when handling his estate and his likeness after he died in 1995. He made a big mistake.
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What is a survivorship clause ?

Why Did Texas Siblings Come to Blows Over Inheritance ?

Posted on: September 1, 2021 | By: David Parker, Esq.
In a lawsuit filed by Stacy Alley in a Tom Green County District Court, the woman alleges that her brother, Michael Gene Mowrey, ‘threatened her, by stating he was going to cut her throat and kill her.’
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Co-op and transferring to the kids

What Happened to Charlie Daniels’ Estate?

Posted on: August 31, 2021 | By: David Parker, Esq.
Charlie Daniels played his last show before the pandemic on March 13, 2020, at the Mark C. Smith Concert Hall in Huntsville, Ala. Hunkered down at home in Mt. Juliet, Tenn., he spent the following months telling anyone who would listen — his son, journalists — that he couldn’t wait to get back on the road, where he still played up to 140 dates a year, an ambitious schedule for any artist, much less an 83-year-old.
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