Spooky or Reassuring? Posthumous Messages from Loved Ones

Image from express.co.uk Imagine you had a letter from someone who was likely to pass away – could you resist reading it?  Morgan received a letter from her cancer-stricken brother-in-law, Jack, to be opened after his … [Read more...]

“Life Reimagined”- Guidance for Retirement Planning

Are you at a point in your life where you’re asking, “What’s next?” You’ve finished one chapter and you have yet to write the next one, and this one involves an empty nest, no more commuting to the office,  lots more time for … [Read more...]

Critter Corner: New IRA Rules Close the Loopholes

Dear Commander Bun Bun, I heard that there are some new rules that were proposed by President Obama that IRA owners should know before planning their estate or transferring money between IRAs. Do you know about them and, if so, … [Read more...]

Estate Planning for the Modern Family

Q. My family is not what many would consider "ordinary." I am divorced and have been remarried for five years. I have a 40-year-old stepdaughter, a 25-year-old daughter, and a 10-year-old grandson, all of whom reside with us. My … [Read more...]

Critter Corner: I Am Single With No Children. Why Should I Bother Planning?

Dear Commander Bun Bun, I am a free-spirited single person who has never been married or had any children. I don't even have brothers or sisters. Yesterday, my neighbor told me about her estate planning during our morning walk. … [Read more...]

Help! My Bank Won’t Recognize Co-Trustees

Q. My mother named me and my brother as co-trustees of her Revocable Living Trust. She passed away earlier this year in her home town of Abingdon, VA (near the Tennessee border), where my brother still resides. Since then, when it … [Read more...]

$10,000 a month! Why don’t they take it seriously?

Q. My parents are in their 70's and I am a caregiver for them, while working part-time and raising a family. My father has had Parkinson's for fifteen years and is no longer mobile. My mother is in the early stages of Alzheimer's. … [Read more...]

What Happens When Caregivers Are Too Sick To Perform Their Duties?

Q. I am a caregiver for my husband, Ed, who has had Parkinson’s disease for fifteen years. While fully coherent, his physical capabilities have been greatly reduced. Confined mainly to a wheelchair, he requires my help to dress, … [Read more...]

Virginia’s New Privacy Expectation Afterlife and Choices Act Protects Digital Assets

Picture from Huffington Post. Kathleen's sister, Marie, was very tech savvy and enjoyed all that social media has to offer. She tweeted every day about books she was reading and news stories of interest, posted quilting … [Read more...]

Same-Sex Marriage: Planning for the Future

(picture from Huffington Post) Q. My mother has been in a same-sex relationship with a wonderful woman for ten years. She is thrilled about last week's decision that she could get married to her partner, if they choose to do … [Read more...]