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How Bank Employees Can Protect Seniors from Financial Exploitation

Posted on: November 25, 2019 | By: David Parker, Esq.
Over half of financial advisors admitted they do not report it, when they see financial exploitation or suspect it is happening.
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What doesn't Medicare cover.

What’s Better, A Living Trust or a Will?

Posted on: November 24, 2019 | By: David Parker, Esq.
Last wills and testaments, which were invented centuries ago, are the most famous estate-planning documents.
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Don't put off getting hearing aids.

Remaining Even and Fair in Estate Distribution

Posted on: November 23, 2019 | By: David Parker, Esq.
We have money in savings and retirement accounts, but our most valuable asset is our home. We want to leave our property to our two children equally.
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New rules for Hearing Aids .

How Long-Term Care Services and Supports Compare Across the United States

Posted on: November 22, 2019 | By: David Parker, Esq.
One state might have all the services you need at little or no cost, and a neighboring state might provide much less assistance.
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Are There Taxes if I Gift to my Grandchild ?

Posted on: November 21, 2019 | By: David Parker, Esq.
All gifts are potentially subject to gift taxes, which are generally paid by the donor, not the recipient.
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A pet trust can care for your pets after your death

A Pet Trust Can Protect Pets after You’re Gone

Posted on: November 8, 2019 | By: David Parker, Esq.
For most people, pets aren’t just animals–they’re the excited ‘hello’ when we get home from a long day of work, our jogging partners, our best friends and part of the family.
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Work on your Estate Plan

Steps to Take as a Parent’s Condition Takes a Turn

Posted on: November 7, 2019 | By: David Parker, Esq.
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
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What debts are owed when parents die?

What Do I Need to Know about Medicare Advantage?

Posted on: November 6, 2019 | By: David Parker, Esq.
Medicare Advantage, also known as Medicare Part C, is a private insurance alternative to original Medicare.
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What doesn't Medicare cover.

How Do I Change My Will?

Posted on: November 5, 2019 | By: David Parker, Esq.
You don’t want to cause a fight over these items, after your dad is gone.
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Does a trust provide asset protection ?

Do My Heirs Need to Pay an Inheritance Tax?

Posted on: November 4, 2019 | By: David Parker, Esq.
Inheritance tax is a state tax on a percentage of the value of a deceased person's estate that's paid by the inheritor of the estate.
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