Asset Protection & Medicaid Planning Experts!

Planning for Long-Term Care (Part 2)

"Long-Term Care" refers to the broad spectrum of medical and support services provided to persons who have lost some or all capacity to function on their own due to a chronic illness or disabling condition, and who are expected to … [Read more...]

Online Estate Planning: Is It Enough?

Trust lawyers are well aware of the variety of online estate planning tools available to those in Virginia and beyond, such as Quicken WillMaker, LegalZoom and Rocket Lawyer. The variety of products available can create a false … [Read more...]

Three Tips to Outsmart Timeshare Reps

If you and your family are fortunate enough to go on that well-deserved resort vacation this year, then there is a good chance you'll find yourself listening to the all-too-familiar ‘timeshare marketing pitch.’   Most people … [Read more...]

August is “What Will Be Your Legacy?” Month!

Many of us are so caught up in the here-and-now of the present that we fail to consider our distant future. We may get around to it later in life, after we have lived awhile–wondering what we might be remembered for, or what we … [Read more...]

New Property Tax Exemption for Disabled Veterans

Good news for veterans! On April 6, 2011 a new statute was made Virginia law, awarding a real property tax exemption for permanently service-related disabled veterans and their surviving spouses. Originally approved by voters in … [Read more...]

A Mixed Bag in Virginia: Federal Law Prohibits 2011 Social Security Increases, but Federal Agency Grants Millions to Disadvantaged Groups

As Halloween approaches this year, I can't help but draw an analogy between the nights I spent meandering my neighborhood as a kid looking for handouts, and our current economic times.  I recall my grade-school friends and I … [Read more...]

Upcoming Seminars for Lawyers and Clients

  I'm conducting two seminars this week on the topic of Income Only Trusts. The first one is a teleseminar for attorneys around the country who are members of the professional group ElderLawAnswers.  Entitled Using Income Only … [Read more...]

Major Change in Estate Tax and Capital Gains Tax for 2010

Because of a Congressional failure to act before the end of 2009, there's good news and bad news to report on the Estate Planning and Elder Law front.  The good news is there's no Estate Tax if you die this year.  The bad news is … [Read more...]

Important Elder Law and Estate Planning Numbers for 2010

Under current law, there will be no cost-of-living adjustment (COLA) in Social Security in 2010 — the first time that has happened since automatic cost-of-living adjustments began in 1975. Several bills before Congress would grant … [Read more...]

What Does the Bible Teach us About Estate Planning?

Sorry for the last minute notice, but I just found out that my church, Fairfax United Methodist Church (10300 Stratford Avenue, Fairfax, VA  22030), has space left for a course I'm teaching tomorrow evening entitled What Does the … [Read more...]