Critter Corner: Questions to Ask at a Family Meeting

Dear Ernie and Jannette, My wife and I have a family meeting planned where we will be discussing senior housing and end-of–life options for her mother, who is in the initial stage of Alzheimer’s, so now is a good time to figure … [Read more...]

He Built Me a She-Shed, and Now He Wants to DIY Everything!

Q. My husband, James, retired last year after 35 years of teaching middle school history. He loved to teach, so in his spare time, he now tutors students. Besides tutoring, he loves working with his hands, so he became a … [Read more...]

Critter Corner: Is a Last Will and Testament Enough?

Dear Angel, My sister wants to save money on estate planning. She is considering Do it Yourself (DIY) forms that she saw online, or if she does go to an attorney, she said that a Will should be enough. Is that true? Thanks for … [Read more...]

What’s the Difference Between Retirement Planning, Financial Planning, and Estate Planning?

Q. My wife and I are hoping to retire in 12 years. We have already done our estate planning but have been told by friends and relatives that we need to also do financial planning and retirement planning. Aren’t financial planning … [Read more...]

What to Do When a Loved One is Terminally Ill

When Leanne's father was diagnosed with frontotemporal dementia (FTD), his family knew the prognosis was not good. The average survival time for FTD is typically 3-5 years, and Leanne’s father has already had the disease for two … [Read more...]

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 (and she since put in $45,000 in improvements); today it’s worth at … [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...]