Q. I heard that the Setting Every Community Up for Retirement Enhancement (SECURE) Act was recently signed into law and that it includes taxpayer-friendly measures designed to boost retirement savings. What are some of the ways … [Read more...]
Happy Holidays from the Farr Law Firm
Be Careful Who You Choose as Your Trustee
Q. One of my top priorities for 2020 is to get my estate planning documents in order. Before doing so, I plan to discuss my wishes with family members over Christmas, although as a single woman without children, I don’t have too … [Read more...]
Happy Thanksgiving from the Farr Law Firm
Electronic Wills: Replacing Ink Signatures with Digital Ones
Q. I recently did my estate planning with your firm and the peace of mind I feel makes it completely worth it to me. I have convinced my sister, Erica, in Charlottesville, to do the same, as well as my daughter who is a … [Read more...]
Living Together Without Tying-the-Knot? Why Estate Planning is Imperative!
Marjorie (66), a widow, and Stan (67), a divorcee, have lived together for six years. A decade before, Marjorie watched her husband suffer from Frontotemporal Dementia, which caused him to be violent towards her, until he entered … [Read more...]
The Dangers of Joint Bank Accounts
Emily, 67, is seriously thinking about adding her adult daughter, Katie, as joint owner of her bank account. She is considering this because she wants to ensure that Katie would have easy access to her money in case of an … [Read more...]
When Safe Deposit Boxes Aren’t Even Safe
Q. I read an interesting article about safe deposit boxes in the New York Times recently. It is focused on a man who had a valuable watch collection stored in a safe deposit box managed by Wells Fargo, possibly worth millions, who … [Read more...]
Critter Corner: An Advance Directive Specifically for Dementia
Dear Angel, I recently read about Advance Directives that deal only with dementia. What is included in them and is it a good idea to create them in addition to other incapacity planning documents? Thanks! Dee … [Read more...]
Live a Legacy for Your Grandchildren; Then Leave One for Them
Q. The discussion of leaving a legacy recently came up in conversation among our friends and family. It seems our friends are way ahead of us on what they will leave future generations and how they hope to instill values in their … [Read more...]
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