Posted on: August 28, 2019 | By: David Parker, Esq.
Talks about money and long-term care wishes can be tough enough. However, when a loved one is suffering from memory loss, advocates say there is no time to waste.
Posted on: August 26, 2019 | By: David Parker, Esq.
You never expected your mother to leave you a fortune, but you thought that she’d leave you something when she passed. Did a sneaky cousin have something to do with it? What do you do now?
Posted on: August 16, 2019 | By: David Parker, Esq.
An irrevocable life insurance trust (ILIT) can provide peace of mind, as you start your estate planning process. If you have a sizable estate or young beneficiaries, an ILIT can provide control over a life insurance policy that a last will and testament may not.
Posted on: August 14, 2019 | By: David Parker, Esq.
Although it’s common to point out why it might make sense to delay taking Social Security benefits, there are legitimate reasons for some people to claim their benefits sooner rather than later.
Posted on: August 13, 2019 | By: David Parker, Esq.
When you set up an IRA with a brokerage, you’ll usually be asked to designate a beneficiary. This is where you would enter the trust as your beneficiary, should that be the option you choose.
Posted on: August 12, 2019 | By: David Parker, Esq.
There is often a great deal of confusion about the term “estate taxes” when someone passes away. What exactly are they? Who pays them? When are estate taxes due? How do they get paid and to whom?
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