Asset Protection & Medicaid Planning Experts!

Ask the Expert: I Am Young and in Good Health. Why Plan Now When I Can Probably Wait?

Q. I am in my 40's and run marathons. I am in better health now than I have been in my entire life. My family eats only organic foods, and we are hardly ever sick. My grandparents are still alive, and they are in their 90's, and … [Read more...]

Landmark Supreme Court Marriage Case May Affect Planning Choices

Image from USNews.com Gay marriage is currently legal in 36 states, mostly because of the decision in the 2013 case of Windsor v. United States, in which the U.S. Supreme Court invalidated the federal Defense of Marriage Act. Two … [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...]

Ask the Expert: I’m an Executor. . . Now What?

Q. My mother recently asked me to be the executor for her estate when she passes away. My sister and brother were hurt at first about it, feeling that she didn't trust them or she thinks I am more capable. Then, upon reading about … [Read more...]

What Happens to Your Online Data After You Are Gone?

Q. Our next door neighbor, Joseph, was shoveling snow when he collapsed and died of sudden cardiac arrest at the age of 53. Grief-stricken and shocked, his wife, Jane, not only had to plan a funeral; she also faced the daunting … [Read more...]

Can Stipulations in a Will be Changed 100 Years Later? Maybe — Read About The Sweet Briar College Nightmare

sweetbriar

 Q. I visited my niece, Natalie, last year at the picturesque Sweetbriar College, a liberal-arts women’s institution in rural Virginia. I am a history buff and I remember during a tour of the campus they … [Read more...]

Estate Planning for Childless Couples

When many people think of estate planning, they assume that a person’s heirs are his or her children. But what happens when a couple has no children? Do they need to plan too? The answer is yes. At the very least, they should … [Read more...]

Help Someone Else and You Might Go to Jail

485978955

Ray is a loving father and a good friend who enjoys helping others. He helped his son build a deck, assisted his friend in finding a home, and even does his daughter's taxes on Turbo Tax each year. However, when it comes to estate … [Read more...]

Common Estate Planning Mistakes Baby Boomers Should Avoid

517280133

Baby boomers, or those born between 1946 and 1964, are starting to retire in droves. For these people (and everyone else), it is important to create an estate plan to help protect assets and ensure that wishes are met in the event … [Read more...]

Virginia 529 Prepaid Education Plan Limited Time Open Enrollment: Plan Ahead for Your Child or Grandchild

We all dream of the day when our child or grandchild is accepted to college. From the time he or she is diapers, we begin planning for great things. We drive them to soccer, gymnastics, and music lessons in hopes that they are … [Read more...]

Folder Name