How Do Directed Trusts Work?

Q. I recently read about what is called a directed trust, where an individual has power to direct the trustee on some aspect of the trust, such as investment management, administration, and distribution decisions, powers usually … [Read more...]

Maryland Repealed Filial Responsibility Laws. What’s Going on in Virginia?

Note:  There was a link error in the Tuesday, 9/8/2020 newsletter. For "CMS Launches New Compare Tool, Featuring All Eight Healthcare Tools in One Place," please click here.  ---- Q. My mother has had dementia for the past … [Read more...]

Virginia, Maryland, and DC Now Allow Visitors in Nursing Homes and Assisted Living Facilities

Q. Last month, we had a scare when the nursing home where my mother, Marcia (85), who has dementia, resides called and said that she stopped eating and seems depressed and withdrawn. Although she doesn’t quite know who we are, my … [Read more...]

Virginia Allocates $246 million to Help Long-term Care Facilities After COVID-19 Pandemic

At a retirement community in Springfield, the last scheduled event that Lea (88) attended was a Valentine’s Day dance in February. Since then, there have been no more potluck dinners, card games, special outings, or other social … [Read more...]

Will Getting a REAL ID be a REAL problem for Seniors Who Can’t Make it to the DMV?

Q. My mother is 73, lives in Virginia and doesn’t have any immediate travel plans, but her driver’s license has expired. She is housebound for the most part due to physical ailments and doesn’t drive. I have been hearing a lot … [Read more...]

Alexandria, VA becomes Fifth Dementia Friendly Community in Virginia

Every day, Nico Bins goes to his favorite newsstand to buy a newspaper. The owner greets him with a smile as he scrambles for change to pay. They make conversation about the escalating cost of newspapers, and then Nico goes about … [Read more...]

Where Not to Die This Year

Q. I own a home in Bethesda, MD, but was told I should sell it and move to another state. My 96-year old best friend Sheila insists that “it is expensive to die in Maryland” and I'm beginning to think she is right. Sheila lives in … [Read more...]

The Cost of Long-Term Care is On the Rise

Stanley and June Blum have been married for more than 75 years and are approaching the second century of life. Stanley is 97 and June is 96. Stanley is a retired shoe-industry executive who paints and writes poetry, while June is … [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...]

Critter Corner: Taxes in the DMV Area For Retirees

Dear Bebe, My husband and I live in our family home in Northern Virginia, and are both recently retired. What state exemptions and deductions are available for retirees? Could you also tell me about Maryland and DC, since we … [Read more...]