What Happens to Debt When We Die?

Q. I was having a conversation with my father at Thanksgiving dinner this year about debt. I am middle-aged, and am in a long-term relationship, but have never been married. I currently have a lot of debt, including student loans … [Read more...]

10 Biggest Estate Planning Blunders of Celebrities – Don’t Make These Mistakes!

Q. I have been reading your newsletter for several years now. I remember, in the past, you did a series on celebrity estate planning mistakes and lessons that can be learned from them. I found it to be very helpful and interesting … [Read more...]

Planning Ahead for Grandchildren

Q. Two years ago, our daughter Meredith got married. Today, she called to tell us that she is expecting twins! My husband and I are overjoyed, as they will be our first grandchildren. We want to make sure we include them in our … [Read more...]

What’s in Your Estate Plan, Mom and Dad?

Q. Our daughter, Melanie, recently came to visit us. She told us that she and her husband will be meeting with your firm to do their estate planning and incapacity planning. Then, she inquired about what we put in our estate plan. … [Read more...]

When Your Adult Child Is a Financial Train Wreck

Q1. My husband and I are parents of three. Our older daughter, Amanda, who lives close by with her family, has a stable job, and is fiscally responsible. Our son, Joseph, is almost done with medical school, and … [Read more...]

How to Downsize the Right Way

Q. My husband and I became empty-nesters when our son and daughter moved out and started families of their own. We will be selling our home and moving to a condominium in a senior living community in a couple of months. I admit … [Read more...]

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...]

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...]

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...]