News & Info

What have you heard about the probate process? That it’s a long, expensive process that should be avoided at all costs? That it wasn’t so...

On December 19, 2019 Congress passed the SECURE Act which drastically changed the tax scheme for beneficiaries of qualified retirement plans....

The REAL ID Act, passed by Congress in 2005, established minimum security standards for license issuance and production as a result of the...

One of the most common difficulties we run into is clients who have an unfunded trust.  Many people go to an estate planning attorney...

As elder law attorneys, we frequently see nursing homes attempt to wrongfully discharge clients. Under the Nursing Home Reform Act, there...

A recent case from the Circuit Court of Wythe County Virginia provided a good a reminder of why a well-drafted power of attorney is a critical...

As 2019 draws to a close, the focus for many of us will turn from holiday shopping to getting ready to file our income tax returns for the...

The SECURE Act was passed yesterday as part of the House Appropriations Bill, making sweeping changes to how qualified plans are paid out...

No one likes to imagine what will happen if a loved one is diagnosed with dementia. The reality of a dementia diagnosis is difficult and heartbreaking...

Today there are countless crowdfunding sites (i.e. GoFundMe) which provide opportunities to raise funds online for specific purposes. Increasingly,...

When you’re living with a disability, it’s important to use all the resources at your disposal when it comes to your job. Fortunately, these...

There are just a few days left during this Medicare open enrollment period and, if a change is needed to your Medicare plan, then this is...

With tax season around the corner you can expect an increase in tax related scams. Which it is why it is important to know how to identify...

Your loved one has lost capacity and you are named in their Power of Attorney and/or Trust – Now what? If you are fortunate, your loved...

Annuities are great investments for people who are frightened by the stock market or need a tax-deferred investment, and they have long been...

In today’s world, many people connect with friends and family via social media more than they do in “real life.” Additionally, online shopping...

We often hear from family members who are unhappy with the terms of a loved one’s current Will. The issue is often laced with problematic...

A recent study by the Associated Press NORC Center for Public Affairs research found that almost 40% of Americans feel confident in their...

According to the National Endowment for Financial Education, financial education efforts aim to provide financial information to help people...

Check your mailbox because you might have a check waiting for you from the State of Virginia. Now through October 15, 2019, tax relief refunds...