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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Virginia Just Flipped the Burden of Proof in Trust Contests. Your Trust Is Now Easier to Challenge.Learn how Virginia’s new undue influence law, effective July 1, 2026, makes trusts easier to challenge and what to document now to protect yours.
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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 actually changed and how Virginia retirees should adjust claiming and withdrawal decisions.
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Your Charitable Giving Now Has a Deductible Floor. In Virginia, You Face Two Different Cuts.Learn how the new 0.5% floor on charitable deductions changes your 2026 giving and why Virginia applies a second, different limit.
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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.
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Planning for the Unexpected: How Big Should Your Retirement Emergency Fund Be?Retirement doesn’t eliminate life’s uncertainties. Learn why proactive retirement, estate, and financial planning help protect your future from the unexpected.
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The Hidden Return on Working with an Advisor: Peace of MindWorking with an advisor offers more than financial returns—it brings peace of mind, clarity, and confidence in your long-term financial decisions and planning.
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The Stuff You Leave Behind: How Clutter Quietly Derails an Estate PlanDiscover how household clutter can complicate estate planning, delay probate, raise costs, and create stress for loved ones. Plan ahead and stay organized. Now.
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New Home, New Plan: The Estate Planning Steps Every Homeowner Should TakeBought a new home? Update your estate plan to protect your property, loved ones, and future. Learn the key legal steps every homeowner should take.