Informative Masterclass
How to Protect your Family’s Assets and Leave a Lasting Legacy
Save Your Spot Now!

White Plains & New City, New York Estate Planning & Elder Law Firm

Estate Planning and Elder Law Blog

Sort by Category:

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.

Can an annuity work in an estate plan?

Does My College Kid Need an Estate Plan?

Posted on: October 26, 2022 | By: David Parker, Esq.
As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
Read More
Where is your Health Care Power of Attorney ?

How Important Is a Health Care Power of Attorney?

Posted on: October 25, 2022 | By: David Parker, Esq.
It is your right to keep your health information private, but is that always what is in your best interests?
Read More
Whe a loved one passes away.

What Do I Need to Do When a Loved One Dies?

Posted on: October 24, 2022 | By: David Parker, Esq.
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
Read More
New IRS portability rules

Estate Planning Considerations for Minor Children

Posted on: October 24, 2022 | By: David Parker, Esq.
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
Read More
Finding an Elder Law Attorney

How Can an Elder Law Attorney Help Me?

Posted on: October 21, 2022 | By: David Parker, Esq.
With an elder care lawyer by your side, handling issues associated with Medicaid and Medicare is easy.
Read More
Can a BDIT save you on taxes?

How Does Probate Court Work?

Posted on: October 18, 2022 | By: David Parker, Esq.
Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.
Read More
Co-op and transferring to the kids

What is a Life Estate ?

Posted on: October 12, 2022 | By: David Parker, Esq.
Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
Read More
What doesn't Medicare cover.

Estate Planning - Problems Created When No Will Is Available

Posted on: October 4, 2022 | By: David Parker, Esq.
People who have had a serious case of COVID-19 are 66% more likely to engage in estate planning, and 32% of adults under 35 said they wrote a will because of the pandemic.
Read More
What happened to Pat Bowlen 's estate?

Pat Bowlen - How Not to Build a Family Football Dynasty

Posted on: October 3, 2022 | By: David Parker, Esq.
A decade before his death, the billionaire owner of the Denver Broncos consulted with attorneys about the orderly handover of the team after his death. He crafted a carefully delineated trust that his hand-picked trustees would oversee.
Read More
What wrong with the Presley estate?

What’s a ‘Pot Trust’?

Posted on: September 28, 2022 | By: David Parker, Esq.
A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.
Read More
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 … 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67
Stay Informed
Subscribe To Our FREE Estate Planning, Probate and Elder Law Newsletter

Book Your Free Initial Consultation With Parker Law Firm Today
Get Started Now

The 15 minute initial phone call is designed as a simple way for you to get to know us, and for our team to learn more about your unique estate planning needs.

Book an Initial Call
Book A Call With Parker Law Firm
Parker Law Firm
White Plains Location

222 Bloomingdale Rd #301,
White Plains, NY 10605

New City Location

120 North Main Street, Suite 203,
New City, NY 10956

IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by
crosschevron-rightcross-circle