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The Big Eight: Don’t Risk Your Retirement with These Mistakes

Posted on: April 4, 2019 | By: David Parker, Esq.
A big part of generating enough income to live off of in retirement, is identifying and mitigating risks to that income stream. Bear markets, interest rates and inflation can all wreak havoc on retirement income. Physical and mental wellness, along with personal disposition and behavior patterns, also impact retirees’ financial decisions.
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As a New Parent, Have You Updated (or Created) Your Estate Plan?

Posted on: April 3, 2019 | By: David Parker, Esq.
For new parents, the need for legacy planning is especially obvious.
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Confused by Your Hospital Bill? You’re Not Alone.

Posted on: April 2, 2019 | By: David Parker, Esq.
Although the legislation was supposed to address the problem of consumer confusion about how much hospitals charge for their services, in application, the inaccurate posted prices probably increase the confusion.
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Did Luke Perry Plan His Estate?

Posted on: April 1, 2019 | By: David Parker, Esq.
When Luke Perry, whose full name was Coy Luther Perry III, died on March 4, 2019, he was surrounded by family and loved ones. Tragically, the actor—who rose to fame playing a teenage heart-throb on Beverly Hills 90210—died from a condition that almost everyone thinks of as one that only strikes "old" people. Fortunately, Perry's foresight to do the proper estate planning, meant that the tragedy was not made worse for his family.
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Does Your Estate Plan Include Furry or Feathered Family Members?

Posted on: April 1, 2019 | By: David Parker, Esq.
Do you have a friend or family member who is that pet owner? Expensive toys. Over the top sweaters. A Facebook or Instagram account filled solely with pet pictures. Maybe you are that pet owner, if you are reading this article.
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What Legal Documents Will You Need to Raise Your Grandchildren?

Posted on: March 31, 2019 | By: David Parker, Esq.
While there are differing reasons for this, ranging from drug use or inability to care for the child, various legal issues arise when grandparents are the primary caretakers.
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Will Getting Married Affect an Older American’s Social Security Benefits?

Posted on: March 22, 2019 | By: David Parker, Esq.
Marriage could affect the amount of Social Security benefits you might get one day, depending on whether it is your first marriage and your age when you marry.
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How Trusts Help Estate Planning

Posted on: March 21, 2019 | By: David Parker, Esq.
Although there are dozens of types of trusts, the most common trust used for these purposes is a revocable living trust.
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How Did Designer Karl Lagerfeld Arrange for His Cat in His Estate Plan?

Posted on: March 20, 2019 | By: David Parker, Esq.
While it is not clear that Lagerfeld went down this path, a pet trust would likely appeal to his sensibilities.
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What Are The Details on Bernie Sanders Estate Tax Bill?

Posted on: March 19, 2019 | By: David Parker, Esq.
Sen. Bernie Sanders, I-Vt., has introduced a bill that would re-establish the threshold of the estate tax at $3.5 million and set the top taxation rate as high as 77 percent.
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