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Can a BDIT save you on taxes?

Should You Gift Stocks as Part of Your Estate Plan?

Posted on: February 15, 2021 | By: David Parker, Esq.
Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it’s a gift that can add value to their lives long after most other gifts have been forgotten.
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Keep your estate plan organized

The Difference between Power of Attorney and Guardianship for Elderly Parents

Posted on: February 12, 2021 | By: David Parker, Esq.
The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
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Don't make these estate planning mistakes

Was the Rock Star Prince ’s Estate Undervalued?

Posted on: February 11, 2021 | By: David Parker, Esq.
Prince’s 2016 death created one of the largest and most complicated probate court proceedings in Minnesota history.
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What doesn't Medicare cover.

Will Contest - Am I Named in a Will?

Posted on: February 10, 2021 | By: David Parker, Esq.
How can we see if there was a will and if it’s worth pursuing?
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How does Portability work?

Do You Have to Fund the Trust for It to Be Valid?

Posted on: February 9, 2021 | By: David Parker, Esq.
If you don’t also fund it, unexpected things can happen and some of those things may not reflect the intent to the grantor.
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An elder law attorney can help with paying for a nursing home

Protect Your Estate from Nursing Home Costs

Posted on: February 8, 2021 | By: David Parker, Esq.
No one wants a nursing home but the longer we live, the higher the chance we may need a nursing home at the end of life.
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The Living Trust

Why Does a Person Need a Living Will ?

Posted on: January 29, 2021 | By: David Parker, Esq.
Unfortunately, only about a third of U.S. adults had an advance directive in recent years, according to one research analysis.
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What Happened to Phil Spector

What Happens If Your Revocable Trust Is Not Funded

Posted on: January 28, 2021 | By: David Parker, Esq.
Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.
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What wrong with the Presley estate?

Estate of Charles Schulz Still Making Money

Posted on: January 27, 2021 | By: David Parker, Esq.
Is there a person on the planet who doesn't love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic creations of Charles Schulz. In fact, it is still so popular that they earned Schulz's estate $32.5 million over the last year, two decades since his death due to cancer.
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What Happened to Phil Spector

Does a Will Supersede a Beneficiary Form ?

Posted on: January 26, 2021 | By: David Parker, Esq.
If you haven't reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
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