Q. My adult daughter, Hallie, is from a previous marriage. I have been happily married to my second husband for 15 years, and we have supplied much love and finances to keep Hallie's family going through the years. We even placed … [Read more...]
Print This PageWhat Happens to Debt When We Die?
December 15, 2017 by
Q. I was having a conversation with my father at Thanksgiving dinner this year about debt. I am middle-aged, and am in a long-term relationship, but have never been married. I currently have a lot of debt, including student loans … [Read more...]
Print This Page10 Biggest Estate Planning Blunders of Celebrities – Don’t Make These Mistakes!
December 8, 2017 by
Q. I have been reading your newsletter for several years now. I remember, in the past, you did a series on celebrity estate planning mistakes and lessons that can be learned from them. I found it to be very helpful and interesting … [Read more...]
Print This PagePlanning Ahead for Grandchildren
November 3, 2017 by
Q. Two years ago, our daughter Meredith got married. Today, she called to tell us that she is expecting twins! My husband and I are overjoyed, as they will be our first grandchildren. We want to make sure we include them in our … [Read more...]
Print This PageWhat’s in Your Estate Plan, Mom and Dad?
October 6, 2017 by
Q. Our daughter, Melanie, recently came to visit us. She told us that she and her husband will be meeting with your firm to do their estate planning and incapacity planning. Then, she inquired about what we put in our estate plan. … [Read more...]
Print This PageHow to Downsize the Right Way
May 26, 2017 by
Q. My husband and I became empty-nesters when our son and daughter moved out and started families of their own. We will be selling our home and moving to a condominium in a senior living community in a couple of months. I admit … [Read more...]
Print This PageHow to Minimize Family Conflict Over Your Estate Planning Wishes
April 7, 2017 by
Q. My children are very different, and sadly they don’t get along. My son, John, has been a PhD student for more than 10 years now. He insists that his research is going well and that he will be done soon. At the age of 45, he … [Read more...]
Print This PageHave You Prepared for Your Digital Afterlife? Most People Haven’t.
March 3, 2017 by
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...]
Print This PageMaking Sure Your Money Goes to the Right Place
October 21, 2016 by
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...]
Print This PageCritter Corner: Are Estate Planning Services Tax Deductible?
October 21, 2016 by
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...]
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