Category: Newsletter

Events That Inspire Estate Planning
Newsletter | Mar 3, 2017

Events That Inspire Estate Planning

Beware Hospital “Outpatient” Observation Status
Newsletter | Feb 24, 2017

Beware Hospital “Outpatient” Observation Status

Exceptions to Medicaid Estate Recovery
Newsletter | Feb 20, 2017

Exceptions to Medicaid Estate Recovery

Issues to Consider when Your Child Goes off to College
Newsletter | Feb 13, 2017

Issues to Consider when Your Child Goes off to College

Commonly Overlooked Tools for Incapacity Planning
Newsletter | Feb 6, 2017

Commonly Overlooked Tools for Incapacity Planning

Will Medicaid Take My House?
Newsletter | Jan 31, 2017

Will Medicaid Take My House?

Maximizing Your Child’s SSI by Utilizing ABLE Accounts
Newsletter | Jan 20, 2017

Maximizing Your Child’s SSI by Utilizing ABLE Accounts

Intra-Family Conflict After Death – It’s Expensive
Newsletter | Jan 16, 2017

Intra-Family Conflict After Death – It’s Expensive

Do You Need to Revisit Your Estate Plan in 2017? The Answer is Probably “Yes.”
Newsletter | Jan 10, 2017

Do You Need to Revisit Your Estate Plan in 2017? The Answer is Probably “Yes.”

The 65-Day Rule: What Every Trustee Should Know about Taxes
Newsletter | Dec 30, 2016

The 65-Day Rule: What Every Trustee Should Know about Taxes

ABLE Accounts Open in Virginia
Newsletter | Dec 27, 2016

ABLE Accounts Open in Virginia

Special Needs Trust Fairness Act Passes Congress
Newsletter | Dec 20, 2016

Special Needs Trust Fairness Act Passes Congress

Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed
Newsletter | Dec 9, 2016

Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed

Decanting an Irrevocable Trust to Protect Public Benefit Eligibility
Newsletter | Dec 2, 2016

Decanting an Irrevocable Trust to Protect Public Benefit Eligibility

‘Tis the Season…for hospital admissions and long-term care planning!
Newsletter | Nov 28, 2016

‘Tis the Season…for hospital admissions and long-term care planning!

Life-Saving Tech Tip for Cell Phone Users
Newsletter | Nov 18, 2016

Life-Saving Tech Tip for Cell Phone Users

State Tax Credit Can Help With Home Improvement Costs
Newsletter | Nov 8, 2016

State Tax Credit Can Help With Home Improvement Costs

Establishing Retroactive Survivor Benefit Plan Payments (SBP) for a Dependent Child
Newsletter | Oct 31, 2016

Establishing Retroactive Survivor Benefit Plan Payments (SBP) for a Dependent Child

Asset Protection in Virginia: What can I do that won’t break the bank?
Newsletter | Aug 5, 2016

Asset Protection in Virginia: What can I do that won’t break the bank?