News & Info

Navigating the intricate landscape of government assistance programs can be daunting, particularly when it concerns the welfare of a disabled...

As the year 2023 draws to a close, most of us are focused on spreading holiday cheer and celebrating with loved ones. While gift-giving is...

As the average life expectancy increases, so does the need for long term financial planning. One way many people have decided to address this...

Every year, the Virginia General Assembly convenes to introduce and pass new legislation that becomes effective on July 1st. This year, several...

Most, if not all of us, know someone that is affected by mental illness. Mental illness refers to a wide range of conditions that affect an...

As our loved one’s age, the responsibility of providing care often falls on family members. Being a caregiver can be emotionally fulfilling,...

Navigating the realm of estate and gift tax often comes with a web of misconceptions that can leave Americans uncertain about their obligations....

A 529 Plan, also referred to as a Qualified Tuition Program, is a tax-advantaged way to save for a loved one’s education expenses. While contributions...

Trusts are valuable estate planning tools that allow individuals to manage their assets and ensure their desired distribution upon death or...

As the population of aging Americans expands, many seniors are experiencing difficulty finding caregivers who are able to provide for them....

The Corporate Transparency Act (CTA) is a piece of legislation aimed at promoting corporate transparency and combating illicit financial activities...

Recipients of Social Security income recently received an 8.7% cost-of-living increase, the highest increase since 1981. While such an increase...

If you are considering engaging in estate planning or you may be inheriting assets, it is important to understand what the step-up in basis...

This is a question I receive often. Not just from clients but from friends and family too. My answer is always the same . . . “it depends.”...

Researchers from Massachusetts General Hospital and the University of California have developed a tool to study factors that predict mortality....

One of the less commonly encountered issues the personal representative of an estate will encounter is the transfer of firearms from a decedent’s...

Earlier this month, we all heard or read the news that three different banks collapsed: Silicon Valley Bank, the second largest bank failure...

Navigating end-of-life decisions and care needs is extremely difficult for most families. While it is never pleasant to deal with these issues,...

During an emergency or at the end of life, you may face questions about a loved one’s wishes with regards to medical treatment and not be...

If you have been through the financial planning process, especially as it relates to retirement planning, you are probably familiar with the...