News & Info

It has been a little over a year since the 2017 Tax Cuts and Jobs Act was signed into law. Although many of us do not yet know how the changes...

Many clients come into the office with a preconceived determination of which estate planning documents they need. Some clients believe their...

Most of us assume that our children or other family members will help take care of us when we get older. Many seniors rely on their spouse...

While discussing estate planning with clients, we often stick to the theoretical and the reason behind having certain legal documents in place;...

Shoppers in the U.S., on average, incurred $1,054 in debt over the 2017 holiday season. If those shoppers chose to pay only the minimum payment...

Many clients come to our office and want to limit an inheritance to, or completely disinherit, a spouse, due to a number of reasons. ...

What is the “grandparent scam” and how does it work? Unfortunately, seniors are often the targets of scams looking to cheat them out of their...

If your annual income falls somewhere between $50,000 and $200,000, chances are that more than half of your assets consist of 401(k), 403(b),...

On November 9, 2018, the Deputy Administrator and Director of the Centers for Medicare and Medicaid Services issued a notice regarding the...

Grandparents who work and raise dependent grandchildren may be eligible for the earned income tax credit (“EITC”), which is a refundable tax...

A recent Court decision out of West Virginia has many trial lawyers concerned about nursing homes being able to enforce the arbitration clause...

As you approach retirement, it is always a good idea to plan for your future, including developing a plan for what will happen when you pass...

A recent New York Times article highlighted a subject which is not often discussed but should be.  While gun ownership is generally on...

The U.S. tax system is a pay-as-you-go system, which means that individuals must make four quarterly installment payments (due on April 15th,...

A common question we receive from clients is whether he or she must name a Virginia resident to serve as an executor of his or her will.  While...

The Department of Veteran Affairs (“VA”) has published a final rule relating to the needs-based VA pension benefit for veterans and spouses....

The Department of Veteran Affairs (“VA”) has published a final rule relating to the needs-based VA pension benefit for veterans and spouses....

On September 18, 2018, the Department of Veterans Affairs (“VA”) published its final rule for needs-based benefits, including the VA pension...

Making the decision to have your parent or loved one move into a long-term care facility can be difficult. Maybe you have been caring for...

As a follow-up to our Elder Abuse series, we are pleased to inform you of some new rules issued for the financial services industry that are...