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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.

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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Work on your Estate Plan

Planning Retirement with a Cognitive Decline

Posted on: February 7, 2020 | By: David Parker, Esq.
When a loved one is experiencing cognitive decline, emotional and medical considerations often overshadow the financial planning that needs to happen. This is a potentially costly mistake.
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Adult Children in a senior community

Adult Children in a senior community ?

Posted on: February 6, 2020 | By: David Parker, Esq.
After someone dies and the estate is settled, how long can the deceased's name remain on the deed?
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Don't forget a charitable donation in your estate plan.

Include These Three Items in Your Will

Posted on: February 5, 2020 | By: David Parker, Esq.
A will or trust explains what you want to have happen to your assets when you die, hopefully in a very, very long time. While most people understand that a will explains what to do with money, property, and children, there are other parts you might be surprised by.
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Long-Term Care Insurance?

Estate Planning Documents for a Natural Ending

Posted on: February 4, 2020 | By: David Parker, Esq.
You know that you can always refuse life-sustaining medical treatment. The tricky part comes when you are no longer able to understand your options or communicate your wishes to the health care professionals.
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New RMD rules

What’s Your Retirement Distribution Plan?

Posted on: February 3, 2020 | By: David Parker, Esq.
Failing to withdraw a required minimum distribution (RMD) from your own or an inherited IRA by the deadline results in a big tax code penalty: 50%. That's right.
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