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...]

Getting Remarried: Avoiding Estate Planning Mistakes

After Lori’s first marriage ended in divorce, she told her three adult children that she would never remarry. That was until she met Chris. After dating him for five years, and realizing that they were meant to be, Chris proposed … [Read more...]

The Estate Planning of Prince, Harper Lee, and David Bowie

In 2016 so far, we have said farewell to some of the most legendary names in music, film, literature, and television, including Prince, Harper Lee, and David Bowie — all within the first four months of the year. While nothing can … [Read more...]

I’m Not Dead Yet!

  Q. When my Aunt Barbara died in 2002, my cousins had to rely on the legal system to help negotiate with their half-brother over her estate. To sell her personal possessions, the family had a large auction. They all … [Read more...]

Spooky or Reassuring? Posthumous Messages from Loved Ones

Image from express.co.uk Imagine you had a letter from someone who was likely to pass away – could you resist reading it?  Morgan received a letter from her cancer-stricken brother-in-law, Jack, to be opened after his … [Read more...]