April 8, 2022 •
Estate Planning 
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
Read MoreApril 7, 2022 •
Estate Planning 
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
Read MoreApril 6, 2022 •
Estate Planning 
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
Read MoreApril 5, 2022 •
Estate Planning 
Your last will and testament is one of the most important legal documents that you will ever make. It allows you to direct where you want your property, guardianship and debts to go after you die, and allows you to appoint an executor to act out your wishes.
Read MoreApril 4, 2022 •
Estate Planning 
Assisted living operators would need to meet new requirements before evicting residents under legislation passed Monday by the Virginia General Assembly. The bill has been sent to Gov. Glenn Youngkin (R) for his signature.
Read MoreApril 1, 2022 •
Estate Planning 
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Read MoreMarch 31, 2022 •
Estate Planning 
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Read MoreMarch 30, 2022 •
Estate Planning 
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
Read MoreMarch 29, 2022 •
Estate Planning 
My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
Read MoreMarch 28, 2022 •
Estate Planning 
For those of us involved as care providers for someone having difficulty handling his/her own affairs, whether it’s a family member or not, requires that we have a power of attorney to do what’s in that person’s best interest.
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