Estate Plan Review

Have you already done your estate plan? Do you or your parents spend their winters in warmer states? It may be time for an estate planning checkup. YES, you made a lot of effort to create your estate plan! However, failing to make updates is all your plan can often lead to issues in the […]

Is Adult Guardianship Something My Family Needs?

Adult guardianship is a very restrictive process and should only be used when absolutely needed.  Even though you may have a child with a disability or special need, it may not rise to the level of disability required for the adult guardianship process. Whether Adult Guardianship or an alternate plan of action is needed will […]

Special Needs Trusts Explained

Parents or family members often need to provide for future care and support for loved ones who have mental or physical disabilities.  In these cases, Park Gold first plans for the parents/family members own disability and/or transitioning; while at the same time, providing a Special Needs Trust or “Spendthirft Trust”* as well as a Life […]

Important Questions to Ask Your Family Members

Holiday conversation that you should be having with your family this season: Find out if your family members have estate plans! Why? Because it will keep your family out of probate court, save you thousands of dollars. What items are included in your plan? A proper estate plan should include a will, revocable trust, power of attorney, […]

Top Distributions Simplified

Top Distributions Simplified   JG   September 20, 2023 Possible Scenarios After a Passing If there is a surviving spouse and children: ½ to the surviving spouse and ½ to any children, divided equally. No surviving spouse but children: entire estate will go to the children equally. If no surviving spouse or children, but a parent or […]