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Estate Planning and Elder Law Blog

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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

DIY v an estate planning attorney

The Risks of Creating Your Own Estate Plan

Posted on: September 6, 2022 | By: David Parker, Esq.
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
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Can an annuity work in an estate plan?

HIPAA and Key Documents Before Sending Your Child Off to College

Posted on: August 31, 2022 | By: David Parker, Esq.
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
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How does Portability work?

Some States Have Tough Estate and Inheritance Taxes

Posted on: August 29, 2022 | By: David Parker, Esq.
Federal estate taxes are no longer a problem for all but the extremely wealthy. However, several states have their own estate taxes and inheritance taxes that could still hit your heirs.
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Napping and senior health

Is Napping Good for Seniors?

Posted on: August 26, 2022 | By: David Parker, Esq.
When you are sleepy, a nap seems like a wise idea. However, that midday shut-eye might indicate you are at higher risk of hypertension and stroke, according to new research.
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trust administration

What Should I Know about Burial Insurance ?

Posted on: July 28, 2022 | By: David Parker, Esq.
What is covered by burial insurance?
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New rules for Hearing Aids .

What Is a Marital Trust ?

Posted on: July 27, 2022 | By: David Parker, Esq.
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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New RMD rules

401(k) Does Potential IRS Change Have an Impact on Estate Plan?

Posted on: July 26, 2022 | By: David Parker, Esq.
The IRS is weighing a change that could leave your heirs poorer than you might hope.
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How does Portability work?

Do I Need a Spendthrift Trust ?

Posted on: July 25, 2022 | By: David Parker, Esq.
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
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What doesn't Medicare cover.

What Is an ‘Ethical Will’?

Posted on: July 19, 2022 | By: David Parker, Esq.
Ethical wills first began to appear in the 1990s, usually in the form of a “legacy letter” written just before a person died and then bolted onto their main will as an appendix.
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Unmarried Couples and estate planning

Unmarried Couples - What Happens If My Partner Dies?

Posted on: July 18, 2022 | By: David Parker, Esq.
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
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