Follow our attorney blog to stay up to date on issues related to estate planning and elder law. Whether you already have an estate plan in place or not, our blog will provide reminders of what you need to think about to make sure your plan will meet your needs and help you achieve your goals.
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The Medicaid Paperwork Relief Virginia Seniors Were Promised Is Frozen Until 2034Learn why two federal rules that would have simplified Virginia Medicaid and Medicare Savings Program applications are on hold until 2034.
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Virginia Just Moved a Probate Deadline That Was Quietly Costing Widows $55,000Learn how Virginia's new deadline for the family allowance, exempt property, and homestead allowance protects surviving spouses in probate.
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Private Equity Is Coming to Your 401(k). The SEC's Proposal Lands This Month.Learn what the DOL safe harbor and the SEC's October 2026 proposal mean before private assets appear on your 401(k) investment menu.
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There Is a 45 Percent Tax Bracket Between $505,000 and $606,000. It Is Not on Any IRS Table.Learn how the 2026 SALT cap phasedown creates a roughly 45% effective bracket above $505,000, and how to time income before December 31.
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Virginia Just Flipped the Burden of Proof in Trust Contests. Your Trust Is Now Easier to Challenge.Learn how Virginia’s new trust contest law shifts the burden of proof and what steps can help protect unequal distributions and your estate planning wishes.
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Social Security’s Retirement Fund Is Now Expected to Run Dry in 2032. The Date Has Moved Up, and the Hole is 16 Percent Bigger.Learn what the 2026 Social Security Trustees Report means for retirees, including projected 2032 OASI depletion and how to protect your retirement plan now.
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Your Charitable Giving Now Has a Deductible Floor. In Virginia, You Face Two Different Cuts.Learn how the 2026 charitable deduction floor and Virginia Pease rules affect giving, bunching, QCDs, and tax planning before year-end for Virginia taxpayers.
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Virginia and Federal Tax Rules Just Diverged. Here's What That Means Before Your September Tax Bill.Learn how Virginia’s 2026 federal tax conformity updates may affect taxpayers, deductions, and tax planning strategies with insights from Alperin Law today.
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The New Roth Catch-Up Rule Is Here. What High-Earning Professionals Need to Do Before Year-End.Learn how the 2026 mandatory Roth catch-up rule affects high-earning professionals, and how to plan around it before year-end.
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AI Voice-Cloning Scams Cost Older Americans $352 Million Last Year. Here's the Defense That Actually Works.Learn how AI voice cloning scams target seniors and discover legal and financial protection strategies to help prevent elder fraud and safeguard assets.
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Business Owner Planning at Every Stage: From Formation and Entity Selection to Exit and SuccessionYour business may be your largest asset. Learn how business succession and estate planning can protect its value, your legacy, and your family's future.
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Dementia and the Law: A Virginia Family’s Guide to Planning Before, During, and After a DiagnosisDementia can narrow the legal planning window. Learn why early estate planning and incapacity documents help protect your loved one’s wishes and future.