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Category: News

It is important to keep up with estate planning news because changes in laws, regulations, and tax codes can significantly impact an individual's estate plan. Staying informed on current estate planning news can help individuals and families make informed decisions about their estate plans, ensure that their plans remain up-to-date and effective, and take advantage of new planning opportunities or strategies that may arise. Additionally, estate planning news may provide insights into broader economic trends or market conditions that could affect an individual's financial planning and wealth management strategies. Overall, staying informed on estate planning news can help individuals protect and preserve their assets, minimize taxes, and achieve their long-term financial goals.

Read our news articles and stay up to date on estate planning.
Calculating Required Minimum Distribution

Why Is Blue Cross and Blue Shield Waiving Cost-Sharing Fees ?

Posted on: June 12, 2020 | By: David Parker, Esq.
Blue Cross and Blue Shield of Minnesota said Monday it will waive fees on doctors' visits for its Medicare Advantage customers for the rest of the year, joining a growing number of health insurers to offer discounts in response to COVID-19.
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trust administration

Estate Planning Attorney Insights: Lessons from the Hilton Estate

Posted on: June 10, 2020 | By: David Parker, Esq.
While the tabloids and gossip websites were eating up every move Paris made, so was someone else – her grandfather, Barron Hilton. Before 2007, Barron was set to leave his $4.5 billion fortune to his family. That was until Paris embarrassed him with her antics so badly, that he changed his mind.
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How does Portability work?

Did Kirk Douglas Leave His Wealth to His Son Michael?

Posted on: June 9, 2020 | By: David Parker, Esq.
Kirk Douglas chose to leave his $61 million fortune to charity, rather than giving any to his son Michael.
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Calculating Required Minimum Distribution

Tax Haven - Divorce Reveals How Trusts are Used by the Ultra-Wealthy

Posted on: June 3, 2020 | By: David Parker, Esq.
In a lawsuit, Marie Bosarge claims that her estranged husband, Texas billionaire Ed Bosarge, created trusts ‘to hide income and property and to hold what would otherwise have been personal income and assets.’
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Beware Inheritance Theft

Rules for the HIPAA Waiver Relaxed?

Posted on: April 30, 2020 | By: David Parker, Esq.
Under the temporary enforcement waiver, OCR won't impose penalties for disclosure of protected health information, if the business associate makes good-faith use or disclosure for public health activities and informs the covered entity within 10 business days.
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New rules for Hearing Aids .

C19 UPDATE: Coronavirus and Seniors as the Economy Slowly Reopens

Posted on: April 27, 2020 | By: David Parker, Esq.
With the economy slowly reopening and stay-at-home orders expiring, what do those at increased risk need to know to stay safer?
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Annuity Beneficiaries

Why Is Walt Disney’s Grandson Unable to Claim his $200 Million Inheritance?

Posted on: April 23, 2020 | By: David Parker, Esq.
In a national telephonic press conference today by attorney Lanny Davis, a legal representative for Walt Disney’s grandson Bradford D. Lund, the announcement was made of another count added to their previously filed U.S. Civil Rights Act complaint against Superior Court Judge David J. Cowan and the entire Los Angeles County Superior Court.
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What doesn't Medicare cover.

C19 UPDATE: Coronavirus and Estate Planning Got You Thinking About a Will?

Posted on: April 20, 2020 | By: David Parker, Esq.
Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation, people are grappling with the difficult subject of estate planning … and not taking any chances.
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What Happened to Phil Spector

Coronavirus Scams are Surfacing

Posted on: April 17, 2020 | By: David Parker, Esq.
While residents in Cecil County and throughout the state are taking precautions to safeguard themselves against COVID-19, some people are stealing or attempting to steal money through coronavirus-based scams, according to the Maryland U.S. Attorney's Office.
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Keep your estate plan organized

C19 UPDATE: Will Insurance Help Business Owners Recover Lost Income ?

Posted on: April 15, 2020 | By: David Parker, Esq.
It is important to promptly review policies, notify insurers of claims, and track losses, even if there are issues or questions that may ultimately preclude coverage.
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Stay Informed
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