Marjorie (66), a widow, and Stan (67), a divorcee, have lived together for six years. A decade before, Marjorie watched her husband suffer from Frontotemporal Dementia, which caused him to be violent towards her, until he entered … [Read more...]
Print This PageFive Steps to Plan for Digital Assets, such as Online Passwords
May 17, 2019 by
Q. My father, Daniel, is a techie and an environmentalist. In other words, any type of banking, including bill payments, he does online (no paper statements for him!) He also invests online and is an avid user of Facebook, where … [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 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...]
Print This PageCritter Corner: What if Nobody Wants My Stuff?
October 5, 2018 by
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...]
Print This PageWith the New Tax Law and Life Changes, it’s Time to Review Your Estate Plan
September 7, 2018 by
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...]
Print This PageCritter Corner: Estate Planning for Your Pet
September 7, 2018 by
Dear Bebe,I inherited a macaw from my deceased sister several years ago. My husband and I are in our 60s, but I know these birds can live long time and could be around a lot longer than us. I don't know anyone personally who … [Read more...]
Print This PageThe Graduation Gift Every 18-year-old Really Needs
June 8, 2018 by
Q. My daughter, Becca, is graduating from high school next week and attending college in Richmond in the fall. We couldn't be more proud of all of her accomplishments. We are thrilled that she is just a little over two hours away, … [Read more...]
Print This PageMuddy Waters’ Family Still Singing the Blues: An Estate Plan Still Not Settled After 35 Years
May 16, 2018 by
Dan just turned 65 and is beginning to tackle the items on his bucket list. Recently, he was able to check off an item that was near the top—a trip to New Orleans to experience Mardi Gras, see the French Quarter, eat a beignet at … [Read more...]
Print This Page
