Downsizing So It’s Not So Overwhelming

Q. My parents knew it was time to downsize soon after my son (their grandson) Logan was born. They started to re-evaluate what’s important to them at this stage in life and decided that their health and family were more important … [Read more...]

Critter Corner: What if Nobody Wants My Stuff?

Dear Angel, I am thinking about moving to a senior living community sometime in the near future. So, now is the time to start figuring out what to do with the houseful of furniture, artwork, china, crystal, jewelry, and … [Read more...]

With the New Tax Law and Life Changes, it’s Time to Review Your Estate Plan

Q. Throughout the last decade, I have gone through so many changes in my life. Nine years ago, my wife passed away. A few years later our daughter got married, followed by my other daughter, followed by me getting remarried. Now I … [Read more...]

Critter Corner: Estate Planning for Your Pet

Dear Bebe, I inherited a macaw from my deceased sister several years ago. My husband and I are in our 60s, but I know these birds can live long time and could be around a lot longer than us. I don't know anyone personally who … [Read more...]

The “Queen of Soul” and Other Celebrities Who Died Without a Will

Aretha Franklin, "the Queen of Soul" died on August 16, at the age of 76, from pancreatic cancer. Similar to many other celebrities as we will describe in more detail in this article, a recent court filing revealed that Franklin … [Read more...]

Critter Corner: A New Docubank Feature — My Medical Snapshot

Dear Bebe, I carry around my DocuBank Card, and love the peace of mind of having it in my wallet. I have one concern, however. What if I was too incapacitated and in the emergency room. How would doctors know about my medical … [Read more...]

The Biggest Misconceptions About A Power of Attorney

Q. My lifelong friend, Peter, has an aunt who was never married and never had children of her own. Peter was the closest family member she had, but she was not a very trusting person, and didn't trust Peter or anyone, especially … [Read more...]

Your Last Wishes Can be as Unique as You Are

Katie was born on July 4th. She got married on that day also and gave birth to her son on July 6th (he was due on the 4th). She was in the military and is a proud American. For her, Independence Day and fireworks have special … [Read more...]

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...]

Critter Corner: When Should I Make Changes to My Incapacity Plan?

Dear Ribbit, I saw the unthinkable happen to a friend of mine in college, and like most college students, he didn't have incapacity planning in place. I saw it as a sign and got my own planning in order. Now that I graduated, I … [Read more...]