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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Will Your Children Spend Their Inheritance in a Year? New Research Says Most Do.
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The Social Security Scam Targeting Virginia Seniors — and How to Stop It Cold
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Rough Seas Ahead? Why the Market's Storms Should Never Surprise YouMarkets can be unpredictable, but volatility is normal. Learn why financial “storms” happen and how preparation helps you stay steady and confident.
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Unlocking “Stuck” Investment Portfolios: A New Tax-Efficient StrategyUnlock “stuck” investment portfolios with a tax-efficient strategy. Learn how smart planning can reposition assets and reduce capital gains taxes effectively.
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Retirement Planning Isn’t Complicated—But It Is ComplexRetirement planning isn't simple, but it is complex. Learn how finances, taxes, and goals shape smart strategies for a secure and confident future. Retirement.
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How Should You Own Your Real Estate? What Every Property Owner Should Know
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What Could Go Wrong? A Smarter Way to Plan for RetirementLearn how planning for potential retirement risks—such as healthcare costs, income changes, and estate issues can help protect your financial future.
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Mistakes in Qualifying for Long-Term Care Medicaid – and How to Avoid ThemLearn common mistakes in qualifying for Long-Term Care Medicaid and how to avoid costly errors that can delay approval or impact financial eligibility.
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Protecting Those You Love: Estate Planning When Disability Is Part of the PictureLearn how special needs planning protects SSI and Medicaid benefits while providing financial security and long-term support for loved ones with disabilities.
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Financial, Legal, and Tax Blind Spots That Arise When You Lose a SpouseLosing a spouse can trigger hidden financial, legal, and tax risks. Learn the most common blind spots widows face and how to protect your future.
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Virginia Eyes Increasing Income Taxes on Millionaires and Taxing Investment GainsVirginia considers higher income taxes on millionaires and new taxes on investment gains, impacting high earners and financial planning strategies.
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Calming the Biggest Financial FearWorried about running out of money in retirement? Learn how proactive planning, legal strategies, and guidance can reduce financial fear & bring peace of mind.