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Estate Planning and Elder Law Blog

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5 biggest mistakes for beneficiaries

Estate Planning for a Blended Family

Posted on: March 18, 2021 | By: David Parker, Esq.
If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
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An invalid trust and gift tax

What Is a SLAT in Estate Planning?

Posted on: March 17, 2021 | By: David Parker, Esq.
If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.
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How does Portability work?

Should an Inheritance Be Equally Split Between Family Members

Posted on: March 16, 2021 | By: David Parker, Esq.
When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They might be hurt anyway.
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trust administration

How to Avoid Medicaid Estate Recovery

Posted on: March 15, 2021 | By: David Parker, Esq.
If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program works.
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Working and Medicare

Is Cardiovascular Disease in Mid-Life Linked to Alzheimer’s Disease as We Age?

Posted on: March 12, 2021 | By: David Parker, Esq.
A new study has found healthy subjects in their 50s with subclinical signs of heart disease, also displayed impaired metabolism in parts of the brain associated with Alzheimer's disease.
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Assistance for caregivers

Get Estate Plan in Order, If Spouse Is Dying from a Terminal Illness

Posted on: March 11, 2021 | By: David Parker, Esq.
Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
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Does Estate of ‘ Erin Brockovich ’ Lawyer Owe Money?

Posted on: March 10, 2021 | By: David Parker, Esq.
The financial problems of Tom Girardi and his law firm, Girardi Keese, continue to multiply, with the latest claim coming from the estate of Ed Masry, the attorney who worked with Girardi on the environmental contamination case made famous by the 2000 film “Erin Brockovich.”
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What was in Ray Liotta 's Will

What’s in Benjamin de Rothschild ’s Estate?

Posted on: March 9, 2021 | By: David Parker, Esq.
Benjamin de Rothschild, an heir to the Edmond de Rothschild banking legacy, died at age 57 after suffering a heart attack, his group announced on Saturday.
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Work on your Estate Plan

Elder Financial Abuse Increases with Social Isolation

Posted on: March 8, 2021 | By: David Parker, Esq.
The unprecedented quarantines to protect against the spread of the novel coronavirus have made many seniors more vulnerable to financial exploitation.
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What debts are owed when parents die?

Should I Worry about Medicaid Estate Recovery ?

Posted on: March 5, 2021 | By: David Parker, Esq.
Medicare is designed to help pay for healthcare costs for seniors once they turn 65. While it covers a number of healthcare expenses, it doesn’t apply to costs associated with long-term care in a nursing home.
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