Asset Protection & Medicaid Planning Experts!

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...]

Critter Corner: Updating Estate Planning Documents

erniejannette

  Dear Ernie and Jannette, The last time I updated my estate planning documents was in 2003. Since then, both my children have gotten married and I have five grandchildren. I also bought a second home in Florida. … [Read more...]

Critter Corner: Are Estate Planning Services Tax Deductible?

  Dear Saki and Alley, It is November and the end of the year is drawing near. Every year, at around this time, I begin paying close attention to tax deductions. I was wondering, if I use your firm to do my estate planning … [Read more...]

Caution: Our Top 10 SCARIEST Articles

With Halloween upon us, it is time to present you, our dear readers, with this year's scariest & creepiest stories. From the nightmare of probate to court cases involving filial responsibility, we uncovered some scary … [Read more...]

Critter Corner: Why Plan for Incapacity?

Dear Commander Bun Bun, I read a startling statistic that less than a third of the population has completed Incapacity Planning documents. Why don't people plan for incapacity and how can my family begin the process? Justin … [Read more...]

Robin Williams: A Life Well-Lived and an Estate Well-Planned

Q. I read your special report on “Estate Planning Mistakes of Celebrities,” demonstrating why probate is such a nightmare and lessons that can be learned from the costly mistakes of celebrities.  I appreciate all the advice on … [Read more...]

Can Being Cynical Cause Dementia?

Q. I am in my mid 60’s and I admit that I am generally quite negative-thinking and cynical. I have constant nagging back pain even though the doctors say there’s nothing wrong with my back.  My grandchildren live 1,000 miles away … [Read more...]

Nine Things NOT to Say to a Parent of a Special Needs Child

Q. Recently, my friend Anna called and informed me that her 6-year-old son, Jeremy, was diagnosed with an autism spectrum disorder (ASD). She told me about some of his symptoms, including temper tantrums, outbursts, and the … [Read more...]

Better Care Coordination Will Save Tax Payers Billions

After experiencing discomfort, 75-year-old Stan visited his doctor and was ultimately rushed to the hospital and into surgery to remove a blockage from his large intestine. After a short time, he was transferred to a nearby … [Read more...]

Intergenerational Care and the Magic of Girl Scout Cookies

Q. Five years ago my friend Jennifer, who is 91, met ten-year-old Emma when Emma was selling Girl Scout Cookies door-to-door. Emma never knew her own grandparents, and Jennifer’s family lives 1,000 miles away. They had the most … [Read more...]