Heirs Not Liable for Decedent’s Debts
There is a pervasive – but incorrect – belief that a person’s heirs are responsible for the person’s debts when they pass away, if their...
Sep 13, 2021


Widowed Clients
It is an unfortunate reality of estate planning that a substantial number of clients have been widowed, some recently so. Widowed clients...
Jul 3, 2021


International Wills Act
In the process of making an estate plan, those with international concerns may wish to look into the Uniform International Wills Act...
Jun 4, 2021


Virginia POST Forms (Physician Orders for Scope of Treatment)
Relatively new to the lifetime planning scene is the POLST form, a type of portable medical order that works together with a person’s...
May 7, 2021


Digital Assets Also Need a Plan
Have you noticed the “Legacy Contact” section of your Facebook account? Of your Instagram account? LinkedIn’s profile removal option? It...
Apr 3, 2021


All Taxpayers Can Now Use Identity Protection PINs
New this tax season, the Internal Revenue Service has expanded the Identity Protection PIN Opt-In Program to all taxpayers who can verify...
Mar 6, 2021


Federal Student Loans
This has been a topic before, but let’s revisit it. What happens to student loans if the borrower passes away before the loans are paid...
Feb 5, 2021


Hands-Free Driving is Now Mandatory in Virginia
In case you haven’t heard: Starting January 1 of this year, it is illegal to simply hold any cell phone or other communication device...
Jan 7, 2021


Family Dynamics: Navigating the Discussion
Congratulations! You’ve made it through Thanksgiving, and Christmas and New Year’s are right around the corner. Whether your celebrations...
Dec 4, 2020


What Happens to My Will If I Get Divorced?
You are a responsible adult and made a will. Like most married individuals, your will gives everything to your spouse if you happen to...
Nov 7, 2020

