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 and Federal Tax Rules Just Diverged. Here's What That Means Before Your September Tax Bill.Learn how Virginia's new fixed tax conformity date affects your 2026 taxes, and what to check before your September estimate is due.
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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 the planning safeguards that can catch fraud before it drains a lifetime of savings.
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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.
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Is Caregiving Quietly Destroying Your Health?Caregiving can take a hidden toll on your health. Learn the physical and emotional risks and how to protect your well-being while caring for others today.
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Will Your Children Spend Their Inheritance in a Year? New Research Says Most Do.New research shows most heirs spend their inheritance within a year. Learn how estate planning and trusts can help protect your family’s legacy and wealth.
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The Social Security Scam Targeting Virginia Seniors — and How to Stop It ColdLearn how Social Security scams target Virginia seniors, warning signs to watch for, and simple steps to protect yourself from fraud and identity theft.