Asset Protection & Medicaid Planning Experts!

Common Estate Planning Mistakes Baby Boomers Should Avoid

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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...]

Top 14 Articles of 2014

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From non-traditional living options to stricter driving laws in Virginia, we covered a lot of ground in 2014. It was a year that included a new act to help special needs families, enhancements to the Medicaid program, and amazing … [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...]

Critter Corner: Updating Estate Planning Documents

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  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...]

New Technology to Age-in-Place

Currently, there are 75 million baby boomers (those born between 1946 and 1964). And, according to AARP research, more than 80% of them want to age-in-place as they get older. But how can they do so if they need family members—who … [Read more...]

Living Trust Plus™ Asset Protection Trust Video Series

The Living Trust Plus™ is a unique solution to a large problem. Evan developed this trust as a means of protecting assets while the creator is still living.  Including the most expensive creditors in existence: nursing homes.  Any … [Read more...]