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Bruce Springsteen sold his music catalog

Why the Secure Act May Make Your Retirement Less Secure

Posted on: August 9, 2019 | By: David Parker, Esq.
The Secure Act would upend 20 years of retirement planning and stick it to the middle class.
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How can a Discretionary Trust help me?

The Secret to Spousal Benefits for Social Security

Posted on: August 8, 2019 | By: David Parker, Esq.
Understand how Social Security spousal benefits work to make the most of your retirement funds.
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A family meeting to discuss planning

How to Talk with Your Aging Parents or Adult Children About Money

Posted on: August 7, 2019 | By: David Parker, Esq.
The important thing is that you communicate respectfully with each other. Being able to discuss these personal topics, can strengthen your relationships and give peace of mind to everyone involved.
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Talk to your parents about their estate plan

Should I Roll A 401(k) into a Variable Annuity or Fixed Annuity?

Posted on: August 5, 2019 | By: David Parker, Esq.
Many annuities cannot be passed on to a beneficiary; any money left in them when you die goes to the insurance company.
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Keep your estate plan organized

How to Locate or Get Copies of Your Aging Relative’s Misplaced Documents

Posted on: August 3, 2019 | By: David Parker, Esq.
You might be amazed at some of the bizarre places that people put their documents. It would take you a month of Sundays to find the papers if the person had not told you where to look.
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A pet trust can care for your pets after your death

Does Your Estate Plan Include Your Pet Trust ?

Posted on: August 2, 2019 | By: David Parker, Esq.
A pet trust is a legal arrangement that specifies how your animal companions would be cared for and taken care of financially if you pass away, or if you become ill or disabled and can no longer take care of them yourself.
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What doesn't Medicare cover.

Should I Get Attorney to Write My Will?

Posted on: July 31, 2019 | By: David Parker, Esq.
Estate planning can be tricky, which is why many people turn to attorneys to get the job done right.
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Should your children get their inheritance at 18?

Should Your Kids Get Their Inheritance at 18?

Posted on: July 30, 2019 | By: David Parker, Esq.
There are mechanisms that you can put in place through a trust to help your children become financially responsible with their inheritance.
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5 biggest mistakes for beneficiaries

How to Design an Estate Plan with a Blended Family?

Posted on: July 28, 2019 | By: David Parker, Esq.
No one marries with the intention of getting divorced, but about half of all marriages in the U.S. will end in divorce. Divorce and second marriages can complicate the process of estate planning and present a number of challenges.
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How Probate Court works.

How Do Those Transfer on Death TOD Accounts Work?

Posted on: July 27, 2019 | By: David Parker, Esq.
Transfer on death (TOD) accounts can keep your estate planning intact, while keeping your beneficiaries out of court. If you’re among the 57% of adults who don’t currently have a will or trust, your family is likely headed to probate court.
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