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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.

How do I know if I have an IRA inheritance ?

Estate Planning Is Different for Business Owners and Top-Level Executives

Posted on: August 28, 2020 | By: David Parker, Esq.
Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
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Is there a step-up-in-basis for real estate?

Change My Home’s Title from Tenants in Common to Joint Tenants?

Posted on: August 27, 2020 | By: David Parker, Esq.
Usually, when you make a simple change in the title from tenants in common to joint tenants, the taxing authorities will ignore that change.
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What is a POD account ?

How Do I Incorporate Cryptocurrency into My Estate Planning?

Posted on: August 26, 2020 | By: David Parker, Esq.
Bitcoin has gone in value from less than one cent in 2010 to a high of $20,000 in 2017, to a value at the end of July 2020 of nearly $11,000. Now the U.S. Congress is holding hearings on the digitization of the dollar, so cryptocurrency has become an increasingly important financial tool for individuals and businesses.
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Choose your fiduciary wisely.

Financial Planning - How Do I Survive My 50s?

Posted on: August 24, 2020 | By: David Parker, Esq.
Losing a job is almost always traumatic. In your 50s, job loss can be devastating — and devastatingly common.
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What doesn't Medicare cover.

What Happens If Power of Attorney Documents are Rejected?

Posted on: August 7, 2020 | By: David Parker, Esq.
The possibility that a power of attorney might be rejected may be one reason not to simply pull a form off the internet and hope it will be accepted.
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Legal Guardian and conservatorship

What is Fiduciary Duty in Estate Planning?

Posted on: August 6, 2020 | By: David Parker, Esq.
As you plan how you will leave your estate, it is important to your family’s future that you leave a legacy with well-executed documents. It’s also essential that you understand all of the roles of the people involved in your estate, especially the person or organization who will manage your estate.
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pet inheritance

Pet Inheritance - Cat Is Fighting for Hers?

Posted on: August 5, 2020 | By: David Parker, Esq.
The fortunate cat has starred in magazine spreads, had makeup lines named in her honor and is the inspiration for the novelty novel Choupette: The Private Life of a High-Flying Fashion Cat.
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What doesn't Medicare cover.

What Is a Will Codicil ?

Posted on: August 4, 2020 | By: David Parker, Esq.
Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.
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Beware Inheritance Theft

What are the Different Kinds of Powers of Attorney ?

Posted on: July 30, 2020 | By: David Parker, Esq.
As you age, it is important to have your affairs in order to ensure peace of mind for you and your family. Several documents need to be in place to help your family know and carry out your wishes.
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What Happened to Phil Spector

Social Security and Medicare and the Impact on Retiree Taxes

Posted on: July 28, 2020 | By: David Parker, Esq.
Medicare has a series of income limits that trigger increasingly higher payments for retirees. And it’s not just the rich who are affected.
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