How Can You Reduce Your Capital Gains Taxes?

Diane, at age 80, resides in the home she has lived in for nearly 40 years. When she initially purchased the home after her husband’s death, it cost only $25,000; today it’s worth at least $675,000. Diane’s only child, Michael, … [Read more...]

Passing Along Your Values Along with Your Valuables

Q. My wife and I are approaching retirement, and we are updating our estate planning documents. We read something about writing a legacy letter along with our estate planning, where we leave more than material things to our … [Read more...]

Critter Corner: Should new Virginia residents Update their Out-of-State Estate Planning Documents?

Dear Ernie and Janette, I recently moved to Northern Virginia from Florida to be near my children and grandchildren. Although I really miss the warmer weather, I adore having family close by. I went to an estate planning … [Read more...]

Why Am I Left in the Waiting Room?

Patricia Hardy Johnson was the mother of three daughters: Kathy Wolens, Deirdre Mistri, and Carol Alexander. Prior to her death, Patricia Johnson maintained several investment accounts with Citibank worth nearly $850,000 that were … [Read more...]

Estate Planning for Every Stage of Life

Q. I am a middle age divorcee who lives in a condominium complex with people of all ages, some who rent and others who own. My next door neighbors are a 60-year-old couple who have been married for 35 years, and on the other side … [Read more...]

Critter Corner: What Should I do with my Valuable Collectibles?

Dear Ernie and Jannette, I have a huge collection of clown dolls that I haven't had appraised, but I know are worth a lot based on Internet research. My adult children don't want them because my grandchildren think they look … [Read more...]

Yikes! Our Top 10 Scariest Articles of 2018

Believe it or not, in Elder Law, Estate Planning, and Special Needs Planning, there are some news stories that sound more like the scary plots of horror movies than real life. The topics can be so horrifying that suddenly, you … [Read more...]

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...]