How to Minimize Family Conflict Over Your Estate Planning Wishes

Q. My children are very different, and sadly they don’t get along. My son, John, has been a PhD student for more than 10 years now. He insists that his research is going well and that he will be done soon.  At the age of 45, he … [Read more...]

Critter Corner: I Don’t Want Your Vacation Home, Mom!

Dear Commander Bun Bun, My mother just did her estate planning and she told me she will be leaving us her vacation home. My father is deceased, and I am an only child. Despite her generosity, my family doesn’t want the home, … [Read more...]

Tax Advantages and Overlooked Deductions for Retirees 

Q. April 15 is quickly approaching, and my husband and I are planning on doing our taxes soon. As retirees, I know that there must be some deductions that we may be overlooking. Of course, similar to most seniors on a fixed … [Read more...]

The Financial Problems of CCRCs

A Continuing Care Retirement Community (CCRC) is an age-restricted community where, in most cases, incoming residents must be at least age 55 or older. The facilities offer independent-living units, assisted living units, and … [Read more...]

Have You Prepared for Your Digital Afterlife? Most People Haven’t.

Q. My mother is very tech savvy. She is always on Facebook posting pictures, articles, and recipes.  She uses online bill pay to pay most of her bills, and Microsoft Office 365 to keep a daily diary in Word and her monthly budget … [Read more...]

Advance Directives Mean Less Costly Care

Q. My aunt died ten years ago without an advance directive. I will never forget the fight between her husband and the rest of the family about life saving measures before she died. He insisted that she would have wanted them, when … [Read more...]

Planning Your Own “Unique” Funeral — a Scary Undertaking?

Renato Bialetti's family placed his ashes in a replica coffee pot urn. Q. I recently read about a funeral for 50-year-old Renato Garcia, where his body was on display at his own wake, wearing a Green Lantern costume. When asked … [Read more...]

Our Top 10 Scariest Articles of 2016 (If You Dare)

With Halloween upon us, now is the time when we present you with this year’s scariest stories. From one typo costing you your computer to loved ones with Alzheimer's owning guns, we uncovered some scary ground. To celebrate … [Read more...]

Making Sure Your Money Goes to the Right Place

Q. When I read your bio, I noticed that you went to William & Mary for Law School. I went there for undergrad and for grad school, and love everything about the place, from the picturesque campus to Lake Matoaka in the Fall. I … [Read more...]

Critter Corner: Are Estate Planning Services Tax Deductible?

Dear Commander Bun Bun, Every year, at around this time, I begin paying close attention to tax deductions, as the end of the year is drawing near. I was wondering, if someone has used your firm to do estate planning in 2016 or … [Read more...]