Dear Commander Bun Bun,I heard that there are some new rules that were proposed by President Obama that IRA owners should know before planning their estate or transferring money between IRAs. Do you know about them and, if so, … [Read more...]
Print This PageCritter Corner: I Am Single With No Children. Why Should I Bother Planning?
August 6, 2015 by
Dear Commander Bun Bun,I am a free-spirited single person who has never been married or had any children. I don't even have brothers or sisters. Yesterday, my neighbor told me about her estate planning during our morning walk. … [Read more...]
Print This PageA Different Type of Funeral
August 1, 2015 by
Q.I am the kind of person who likes to plan ahead for everything. I started planning my wedding before I was even engaged, and named my children long before I was pregnant. Now that I am getting older, I am beginning to think … [Read more...]
Print This PageHelp! My Bank Won’t Recognize Co-Trustees
August 1, 2015 by
Q. My mother named me and my brother as co-trustees of her Revocable Living Trust. She passed away earlier this year in her home town of Abingdon, VA (near the Tennessee border), where my brother still resides. Since then, when it … [Read more...]
Print This Page$10,000 a month! Why don’t they take it seriously?
July 31, 2015 by
Q. My parents are in their 70's and I am a caregiver for them, while working part-time and raising a family. My father has had Parkinson's for fifteen years and is no longer mobile. My mother is in the early stages of Alzheimer's. … [Read more...]
Print This PageWhat Happens When Caregivers Are Too Sick To Perform Their Duties?
July 17, 2015 by
Q. I am a caregiver for my husband, Ed, who has had Parkinson’s disease for fifteen years. While fully coherent, his physical capabilities have been greatly reduced. Confined mainly to a wheelchair, he requires my help to dress, … [Read more...]
Print This PageVirginia’s New Privacy Expectation Afterlife and Choices Act Protects Digital Assets
July 7, 2015 by
Picture from Huffington Post.Kathleen's sister, Marie, was very tech savvy and enjoyed all that social media has to offer. She tweeted every day about books she was reading and news stories of interest, posted quilting … [Read more...]
Print This PageSame-Sex Marriage: Planning for the Future
July 2, 2015 by
(picture from Huffington Post)Q. My mother has been in a same-sex relationship with a wonderful woman for ten years. She is thrilled about last week's decision that she could get married to her partner, if they choose to do … [Read more...]
Print This PageTom Brokaw Doesn’t Know Where His Living Will Is. Do You Know Where Yours Is?
June 30, 2015 by
Tom Brokaw and his daughter Jennifer appeared at the TEDx Stanford conference, speaking on the subject of end-of-life health care options. Brokaw began the dialogue, framed as a conversation between father and daughter, by asking … [Read more...]
Print This PageCritter Corner: What are a Trustee’s Responsibilities?
June 11, 2015 by
Dear Angel,My mother, Alice, asked me to be the successor trustee for her Revocable Living Trust. Before I accept the responsibility, I want to know more about what it entails. Do you know about the duties of a trustee and can … [Read more...]
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