Plan Your Lifespan: A No-Cost Tool for Planning in Advance

Phyllis Mitzen, a 72-year-old semi-retired social worker, has worked with seniors for many years and understands the value of planning for future healthcare needs. Yet, she herself has put off the task. Phyllis’s husband is … [Read more...]

TED Talks: New Ways to Think About Death

Most people don't like to think about dying. We’d rather focus our energy on the people and the things we love, happy times, and things that bring us joy. But, as we all know, death is inevitable, and shouldn’t be ignored. Despite … [Read more...]

Overcoming the Fear of Death

Q. My mother always said that there are two topics to avoid in conversation, whenever possible: religion and politics. Unlike some of my Facebook friends and others I have known, I took this advice to heart and don’t have many … [Read more...]

Critter Corner: How to Choose a Health Care Proxy

Dear Angel, I have an appointment to do my incapacity planning, and I'm a little indecisive about who I should choose as my health care proxy. What qualities would make someone a good choice for a health care proxy? I'm hoping … [Read more...]

Have You Prepared for Your Digital Afterlife? Most People Haven’t.

Q. My mother is very tech savvy. She is always on Facebook posting pictures, articles, and recipes.  She uses online bill pay to pay most of her bills, and Microsoft Office 365 to keep a daily diary in Word and her monthly budget … [Read more...]

Advance Directives Mean Less Costly Care

Q. My aunt died ten years ago without an advance directive. I will never forget the fight between her husband and the rest of the family about life saving measures before she died. He insisted that she would have wanted them, when … [Read more...]

Top 16 Articles of 2016

From the presidential candidates’ views on Social Security, Medicare, and Medicaid, to a new president being elected, we covered a lot of ground in 2016. It was a year that included the passing of the Special Needs Trust Fairness … [Read more...]

Our Top 10 Scariest Articles of 2016 (If You Dare)

With Halloween upon us, now is the time when we present you with this year’s scariest stories. From one typo costing you your computer to loved ones with Alzheimer's owning guns, we uncovered some scary ground. To celebrate … [Read more...]

Making Sure Your Money Goes to the Right Place

Q. When I read your bio, I noticed that you went to William & Mary for Law School. I went there for undergrad and for grad school, and love everything about the place, from the picturesque campus to Lake Matoaka in the Fall. I … [Read more...]

Critter Corner: Are Estate Planning Services Tax Deductible?

Dear Commander Bun Bun, Every year, at around this time, I begin paying close attention to tax deductions, as the end of the year is drawing near. I was wondering, if someone has used your firm to do estate planning in 2016 or … [Read more...]