The Graduation Gift Every 18-year-old Really Needs

Q. My daughter, Becca, is graduating from high school next week and attending college in Richmond in the fall. We couldn't be more proud of all of her accomplishments. We are thrilled that she is just a little over two hours away, … [Read more...]

Muddy Waters’ Family Still Singing the Blues: An Estate Plan Still Not Settled After 35 Years

Dan just turned 65 and is beginning to tackle the items on his bucket list. Recently, he was able to check off an item that was near the top—a trip to New Orleans to experience Mardi Gras, see the French Quarter, eat a beignet at … [Read more...]

Estate Planning for the Modern Family

Q. My family is not what many would consider "ordinary." I am divorced and have been remarried for five years. I have a 40-year-old stepdaughter, a 25-year-old daughter, and a 10-year-old grandson, all of whom reside with us. My … [Read more...]

What Happens if You Die Without a Will in Virginia, Maryland, or Washington, D.C.?

Q. I am retired and recently moved to the DC area to be closer to my daughter, her husband, and my three grandchildren. I have lived a pretty simple life, and don't have a lot. Although I am now in my early 70’s, I have never done … [Read more...]

The Best Way to “Disinherit” an Estranged Adult Child

Q. My adult daughter, Hallie, is from a previous marriage. I have been happily married to my second husband for 15 years, and we have supplied much love and finances to keep Hallie's family going through the years. We even placed … [Read more...]

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...]