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Estate Planning and Elder Law Blog

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What doesn't Medicare cover.

Does Executor have to Be a Family Member?

Posted on: May 10, 2021 | By: David Parker, Esq.
What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?
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New IRS portability rules

Can I Get a Tax Break for Long-Term Care ?

Posted on: April 30, 2021 | By: David Parker, Esq.
The IRS allows some limited tax breaks on medical expenses and insurance premiums related to long-term care.
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When shopping for funeral services, be wary.

How can I Revoke an Irrevocable Trust ?

Posted on: April 29, 2021 | By: David Parker, Esq.
I feel I was taken advantage of to the tune of $3,500, when I set up a trust.
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How Probate Court works.

Why Is Dr. Oz Suing Sister over Inheritance?

Posted on: April 28, 2021 | By: David Parker, Esq.
Mehmet Öz, a U.S. celebrity surgeon of Turkish origin better known as “Dr. Oz,” took legal action against his sister Nazlım Suna Öz, claiming she forged documents over their father’s inheritance.
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What doesn't Medicare cover.

Administrator - What Happens when Homeowner Dies without Will?

Posted on: April 27, 2021 | By: David Parker, Esq.
How do we move into probate, so we do not lose the house and bank accounts, while not killing ourselves in the process?
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A Special Needs Trust can protect your child.

Special Needs Trust How to Protect Child’s Public Benefits

Posted on: April 26, 2021 | By: David Parker, Esq.
If you have a child or other family member who has special needs due to physical or mental conditions, you face a variety of challenges planning for their care, including financial ones.
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Work on your Estate Plan

Does Bacon Cause Dementia?

Posted on: April 23, 2021 | By: David Parker, Esq.
The equivalent of a rasher of bacon per day may increase the risk of dementia, a new study suggests.
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What wrong with the Presley estate?

What Does ‘ Per Stirpes ’ in a Will Mean?

Posted on: April 22, 2021 | By: David Parker, Esq.
Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.
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New RMD rules

Should I Name a Living Trust Beneficiary of a Roth IRA?

Posted on: April 21, 2021 | By: David Parker, Esq.
Can a living trust be the beneficiary of a Roth IRA?
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Estate Planning and Second Marriage

What Is Fair in a Second Marriage and Estate Planning?

Posted on: April 20, 2021 | By: David Parker, Esq.
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
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