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...]
Print This PageWhat’s the Difference Between Retirement Planning, Financial Planning, and Estate Planning?
January 25, 2019 by
What to Do When a Loved One is Terminally Ill
January 22, 2019 by
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...]
Print This PageHow Can You Reduce Your Capital Gains Taxes?
December 11, 2018 by
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...]
Print This PagePassing Along Your Values Along with Your Valuables
November 30, 2018 by
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...]
Print This PageCritter Corner: Should new Virginia residents Update their Out-of-State Estate Planning Documents?
November 29, 2018 by
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...]
Print This PageWhy Am I Left in the Waiting Room?
November 13, 2018 by
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...]
Print This PageEstate Planning for Every Stage of Life
November 2, 2018 by
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...]
Print This PageCritter Corner: What Should I do with my Valuable Collectibles?
November 2, 2018 by
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...]
Print This PageYikes! Our Top 10 Scariest Articles of 2018
October 30, 2018 by
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...]
Print This PageDownsizing So It’s Not So Overwhelming
October 5, 2018 by
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...]
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