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Estate Planning and Elder Law Blog

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Choose your fiduciary wisely.

What Is a Fiduciary and Why Is It Important?

Posted on: June 29, 2021 | By: David Parker, Esq.
One of the most important decisions you will ever make is choosing a fiduciary.
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Planning for an Unmarried Partner

What Happens If an Unmarried Partner Dies?

Posted on: June 28, 2021 | By: David Parker, Esq.
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
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Can I get less in Social Security ?

What Is Elder Law ?

Posted on: June 25, 2021 | By: David Parker, Esq.
Elder Law is made up of three major categories, which can be broken down further into deeper topics.
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Long-Distance Caregiver faces challenges

How Can I Be Better Long-Distance Caregiver for Dad?

Posted on: June 24, 2021 | By: David Parker, Esq.
Long pandemic lockdowns forced many older adults to become comfortable with video calls to stay connected with family. That, in turn, means that long-distance caregivers have a better way to see how their loved ones are faring.
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Retirement Plans for the over 50 crowd

What are Retirement Biggest Blunders Folks make after 50?

Posted on: June 23, 2021 | By: David Parker, Esq.
Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.
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Is there a step-up-in-basis for real estate?

Do Unrecorded Deeds Help or Hurt Estate Planning?

Posted on: June 22, 2021 | By: David Parker, Esq.
While discussing estate planning with my parents, they told me that an attorney prepared a deed for them but told them not to record it yet.
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New IRS portability rules

Are 529 Plans Part of Your Estate?

Posted on: June 21, 2021 | By: David Parker, Esq.
People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
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Maureen McGovern and her illness

Grieving - The Worst Things to Say when Someone Passes Away

Posted on: June 18, 2021 | By: David Parker, Esq.
The loss of a family member or friend, sad as it may be, is hardly unusual. How do you put it into words? What do you say when someone dies?
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Can an annuity work in an estate plan?

Should I Include an Annuity in Estate Planning?

Posted on: June 17, 2021 | By: David Parker, Esq.
Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?
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What doesn't Medicare cover.

Is a Handwritten Will a Smart Idea?

Posted on: June 16, 2021 | By: David Parker, Esq.
A holographic will is a will handwritten by the testator (the maker of a will). Holographic wills are recognized in about half of the states in the United States.
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