12 Mar 2020
0 Commentssecure act changes to retirement accounts
Beginning 2020, the “Secure Act” changes how beneficiaries may take distributions from qualified retirementMore
Susan G. Parker, Esq.
About Susan G. Parker, Esq.
Posts by Susan G. Parker, Esq.:
25 Jan 2020
0 Commentswhat to do when someone dies
The practical reality of dealing with a loved one’s death is often a catalyst for clients to get their own affairs More
9 Dec 2019
0 Commentsusing trusts in estate planning
Clients always want to know about trusts: what they are, how they work and why thereMore
18 Sep 2019
0 Commentswithout a will
Many believe that having a Will is the only way to carry out their wishes as to whoMore
14 Jun 2019
0 Commentsyour parent’s debt
Let’s say Mom is retired and pining for a new car. You know she can afford it. So to give her the push she needs,More
8 Mar 2019
0 Commentsenhanced star – new rules
The Basic STAR exemption (less commonly known as the NY State School Tax Relief program) is availableMore
14 Sep 2018
3 Commentspaying for your grandkids’ education
Until recently, many parents relied on home equity loans to pay for college. But, with last year’s tax law More
10 Jun 2018
0 Commentsmusic moments
As a kid, I remember sleeping with my transistor radio tucked under my pillow. From there, More
19 Mar 2018
0 Commentsthe new tax law: what changes for you?
The new tax law made sweeping changes on many fronts. The big change, especially More
10 Dec 2017
0 Comments7 ways to prevent financial elder abuse
It seems barely a week goes by that I don’t hear a story about theft of assets from seniors. While forensic accounting More
23 Jan 2017
8 Commentsunderstanding probate: and how to avoid it
Probate generically refers to the process of winding up one’s life affairs, and distributing property to loved ones. But as a legal matter, not all assets are distributed More
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19 Jul 2020
0 Commentsspecific bequests
While leaving a specific gift sounds simple, a lot can change if you no longer own the item, replace it, More