Category: Newsletter

Critical Estate Planning and Your Fiduciaries: Who They Are and Why Your Choice Matters
Newsletter | Oct 2, 2025

Critical Estate Planning and Your Fiduciaries: Who They Are and Why Your Choice Matters

Edna Colucci
Attorney
$1 Billion Lost: The Growing Scam Crisis Targeting Seniors
Newsletter | Sep 19, 2025

$1 Billion Lost: The Growing Scam Crisis Targeting Seniors

Guardianship in Virginia: New Training Requirements for 2025
Newsletter | Aug 22, 2025

Guardianship in Virginia: New Training Requirements for 2025

Mason T. Smith
Attorney
Taxation of Special Needs Trusts: Navigating Grantor Status, Reporting, and Eligibility Impacts
Newsletter | Aug 8, 2025

Taxation of Special Needs Trusts: Navigating Grantor Status, Reporting, and Eligibility Impacts

Andrew H. “Andy” Hook
Chairman, Board of Directors
New Tax Deduction for Seniors: A Great Opportunity—If You Mind Your Income
New Tax Deduction | Jul 11, 2025

New Tax Deduction for Seniors: A Great Opportunity—If You Mind Your Income

Sheri Thomas
Certified Public Accountant
Financial Exploitation: Warning Signs and Prevention Strategies
Newsletter | Mar 21, 2025

Financial Exploitation: Warning Signs and Prevention Strategies

Mason T. Smith
Attorney
The Benefits of Joint Spousal Trusts in Estate Planning
Virginia | Feb 28, 2025

The Benefits of Joint Spousal Trusts in Estate Planning

Andrew H. “Andy” Hook
Chairman, Board of Directors
We’re Planning a Bright Future for Hook Law
Newsletter | Feb 3, 2025

We’re Planning a Bright Future for Hook Law

The Importance of Original Wills in Virginia Probate

The Importance of Original Wills in Virginia Probate

Important Changes to SSA Online Account Login: What You Need to Know
Newsletter | Sep 11, 2024

Important Changes to SSA Online Account Login: What You Need to Know

Andrew H. “Andy” Hook
Chairman, Board of Directors
House Bill 1242, known as “Irvo’s Law”
Newsletter | Sep 4, 2024

House Bill 1242, known as “Irvo’s Law”

Planning for the Unexpected: How Legal Directives Protect Your Wishes
Newsletter | Aug 22, 2024

Planning for the Unexpected: How Legal Directives Protect Your Wishes

Mason T. Smith
Attorney
Planning for Business Owners and Entrepreneurs
Financial Planning | Aug 8, 2024

Planning for Business Owners and Entrepreneurs

Good News for New Empty-Nesters!
Retirement | Jul 23, 2024

Good News for New Empty-Nesters!

Planning to Transition a Small or Family-Owned Business
Newsletter | Jun 19, 2020

Planning to Transition a Small or Family-Owned Business

Protecting Personal Injury Settlements with Trusts
Newsletter | Jun 5, 2020

Protecting Personal Injury Settlements with Trusts

What to Expect When Qualifying As an Executor or Administrator of an Estate
Newsletter | May 29, 2020

What to Expect When Qualifying As an Executor or Administrator of an Estate

Don’t Forget Fluffy and Fido When Creating Your Estate Plan!
Newsletter | May 21, 2020

Don’t Forget Fluffy and Fido When Creating Your Estate Plan!

Rachel H. Snead
Attorney
Financial Advice for an Unstable Market
Newsletter | May 15, 2020

Financial Advice for an Unstable Market

Is Your Estate Plan COVID-19 Ready?
Newsletter | May 11, 2020

Is Your Estate Plan COVID-19 Ready?