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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.

Financial Infidelity that Appears after One Spouse Dies

Posted on: February 24, 2020 | By: David Parker, Esq.
The expression recognizes the blindness that many of us have in relationships to the spending habits of partners and the effect it has on our own finances.
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Work on your Estate Plan

VSED - Why Won’t Caregivers Honor a Dementia Patient’s Advanced Directive?

Posted on: February 21, 2020 | By: David Parker, Esq.
When she worked on the trading floor of the Chicago Board Options Exchange, long before cellphone calculators, Susan Saran could perform complex math problems in her head. Years later, as one of its top regulators, she was in charge of investigating insider trading deals. Today, she struggles to remember multiplication tables.
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Co-op and transferring to the kids

Fixing an Estate Plan Mistake

Posted on: February 20, 2020 | By: David Parker, Esq.
Sometimes, despite best intentions and best efforts, an estate plan leaves unintended problems for heirs, trustees and others to solve. For example, a trust may have become outdated because of changes in tax laws, the birth or death of family members, or special circumstances like an heir’s disability.
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Estate Planning for the sandwich generation

If I’m 35, Do I Need a Will?

Posted on: February 19, 2020 | By: David Parker, Esq.
It's never too early to start estate planning. If you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life's unexpected twists and turns.
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Esatate Planning for Unmarried Couples

Estate Planning for Unmarried Couples

Posted on: February 18, 2020 | By: David Parker, Esq.
The number of unmarried couples who live together reached 18 million in 2016, a 29% jump from 14 million in 2007. Among adults age 50 and older, the increase was 75%: About four million were cohabiting in 2016, up from 2.3 million in 2007.
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Calculating Required Minimum Distribution

Retirement Fund Withdrawals Can Affect Social Security Benefits

Posted on: February 17, 2020 | By: David Parker, Esq.
Social Security provides a guaranteed source of income in retirement, but what many don't realize is that you're not guaranteed to keep it all.
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Larry King 's estate goes on.

What IRA deadllines Does a Retiree Need to Circle?

Posted on: February 14, 2020 | By: David Parker, Esq.
The start of a new year—and a new decade, to boot—is a great time to assess your financial situation and look ahead. You’ll want to consider moves for the long term, but it’s also critical to pay attention to the details in the short-term, so you don’t miss an important deadline.
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What is a POD account ?

A 2020 Checklist for an Estate Plan - Unified Federal Estate & Gift Tax Exemption

Posted on: February 12, 2020 | By: David Parker, Esq.
For many people, what comes to mind when they think about estate planning, is how much money they will be able to save in taxes as assets are passed from one generation to the next. While that is certainly an important part of any plan, there is much more to consider so that a person and his or her family are protected for the future.
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Can a BDIT save you on taxes?

Dad’s Will and Revocable Living Trust at Odds?

Posted on: February 11, 2020 | By: David Parker, Esq.
A will and a trust are separate legal documents that typically share a common goal of facilitating a unified estate plan. While these two items ideally work in tandem, since they are separate documents, they sometimes run in conflict with one another--either accidentally or intentionally.
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What Happened to Phil Spector

Not a Billionaire? Trusts Can Still Be Beneficial

Posted on: February 10, 2020 | By: David Parker, Esq.
Even if your asset base doesn’t measure up to the Bill Gates standard, you may consider using trusts in estate planning. This is because they can help your heirs in many different ways.
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