Q. Throughout the last decade, I have gone through so many changes in my life. Nine years ago, my wife passed away. A few years later our daughter got married, followed by my other daughter, followed by me getting remarried. Now I … [Read more...]
With the New Tax Law and Life Changes, it’s Time to Review Your Estate Plan
September 7, 2018 by Leave a Comment
Critter Corner: Estate Planning for Your Pet
September 7, 2018 by Leave a Comment
Dear Bebe,I inherited a macaw from my deceased sister several years ago. My husband and I are in our 60s, but I know these birds can live long time and could be around a lot longer than us. I don't know anyone personally who … [Read more...]
The Graduation Gift Every 18-year-old Really Needs
June 8, 2018 by 1 Comment
Q. My daughter, Becca, is graduating from high school next week and attending college in Richmond in the fall. We couldn't be more proud of all of her accomplishments. We are thrilled that she is just a little over two hours away, … [Read more...]
Muddy Waters’ Family Still Singing the Blues: An Estate Plan Still Not Settled After 35 Years
May 16, 2018 by Leave a Comment
Dan just turned 65 and is beginning to tackle the items on his bucket list. Recently, he was able to check off an item that was near the top—a trip to New Orleans to experience Mardi Gras, see the French Quarter, eat a beignet at … [Read more...]
Estate Planning for the Modern Family
April 25, 2018 by Leave a Comment
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...]
What Happens if You Die Without a Will in Virginia, Maryland, or Washington, D.C.?
April 20, 2018 by Leave a Comment
Q. I am retired and recently moved to the DC area to be closer to my daughter, her husband, and my three grandchildren. I have lived a pretty simple life, and don't have a lot. Although I am now in my early 70’s, I have never done … [Read more...]
The Best Way to “Disinherit” an Estranged Adult Child
January 26, 2018 by Leave a Comment
Q. My adult daughter, Hallie, is from a previous marriage. I have been happily married to my second husband for 15 years, and we have supplied much love and finances to keep Hallie's family going through the years. We even placed … [Read more...]