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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.

Eddie Van Halen left money to a foundation

Do I Need POD Account for my Checking Account?

Posted on: November 30, 2019 | By: David Parker, Esq.
Checking accounts don't necessarily require account holders to name a beneficiary.
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Choose your fiduciary wisely.

What Will New Acts of Congress Mean for Stretch IRA s?

Posted on: November 29, 2019 | By: David Parker, Esq.
I am concerned about the SECURE and RESA acts currently being considered in Congress. If either of them passes, my children will lose the inherited stretch IRA ability and face a much higher tax bill upon my demise.
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What doesn't Medicare cover.

What Did Chicago PD Actress Marina Squerciati Receive from her Mom’s Boyfriend’s Will?

Posted on: November 28, 2019 | By: David Parker, Esq.
A new court filing designed to prevent the mistress of John R. Jakobson from testifying that he promised to leave Chicago PD actress Marina Squerciati some of his $100 million fortune, states the Wall Street mogul said she would get a 'big surprise' in his will.
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What doesn't Medicare cover.

Sharing Legal Documents and Passwords

Posted on: November 27, 2019 | By: David Parker, Esq.
Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.
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What doesn't Medicare cover.

What’s Better, A Living Trust or a Will?

Posted on: November 24, 2019 | By: David Parker, Esq.
Last wills and testaments, which were invented centuries ago, are the most famous estate-planning documents.
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Don't put off getting hearing aids.

Remaining Even and Fair in Estate Distribution

Posted on: November 23, 2019 | By: David Parker, Esq.
We have money in savings and retirement accounts, but our most valuable asset is our home. We want to leave our property to our two children equally.
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New rules for Hearing Aids .

How Long-Term Care Services and Supports Compare Across the United States

Posted on: November 22, 2019 | By: David Parker, Esq.
One state might have all the services you need at little or no cost, and a neighboring state might provide much less assistance.
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Are There Taxes if I Gift to my Grandchild ?

Posted on: November 21, 2019 | By: David Parker, Esq.
All gifts are potentially subject to gift taxes, which are generally paid by the donor, not the recipient.
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A pet trust can care for your pets after your death

A Pet Trust Can Protect Pets after You’re Gone

Posted on: November 8, 2019 | By: David Parker, Esq.
For most people, pets aren’t just animals–they’re the excited ‘hello’ when we get home from a long day of work, our jogging partners, our best friends and part of the family.
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What debts are owed when parents die?

What Do I Need to Know about Medicare Advantage?

Posted on: November 6, 2019 | By: David Parker, Esq.
Medicare Advantage, also known as Medicare Part C, is a private insurance alternative to original Medicare.
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