2016 Newsletters
December 2016
- The 65-Day Rule: What Every Trustee Should Know about Taxes – December 30, 2017
- ABLE Accounts Open in Virginia – December 27, 2016
- Special Needs Trust Fairness Act Passes Congress – December 20, 2016
- Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed – December 9, 2016
- Decanting an Irrevocable Trust to Protect Public Benefit Eligibility – December 2, 2016
November 2016
- ‘Tis the Season…for hospital admissions and long-term are planning! – November 28, 2016
- Life-Saving Tech Tip for Cell Phone Users – November 18, 2016
- What President-Elect Trump and the Republican Party have in Store for You: Estate, Gift and Generation Skipping Transfer Taxes – November 14, 2016
- State Tax Credit Can Help With Home Improvement Costs – November 8, 2016
October 2016
- Establishing Retroactive Survivor Benefit Plan Payments (SBP) for a Dependent Child – October 31, 2016
- Using Person-First Language to Communicate With and About People with Special Needs – October 24th, 2016
- Musings on Financial Aid – October 14th, 2016
- Cruising through Caregiving – Book Review – October 11th, 2016
- Planning for Small Business Owners Is Critically Important – October 4th, 2016
September 2016
- New Changes Coming for Family-Owned Businesses – September 9, 2016
- Protect Yourself from Identity Theft & Credit Card Fraud – September 2, 2016
August 2016
- Home Upgrades to Help Aging in Place – August 26, 2016
- Department of Defense Rolls Out a New Retirement Plan – August 19, 2016
- The Effect of Divorce on Your Estate Plan – August 12, 2016
- Asset Protection in Virginia: What can I do that won’t break the bank? – August 5, 2016
July 2016
- Recent Court Ruling Creates Difficulty Obtaining Documents from Nursing Facilities – July 29, 2016
- Understanding a Resident’s Transfer and Discharge Rights under the Nursing Home Reform Act – July 22, 2016
- Little-Known Burial Benefits for Veterans – July 15, 2016
- Beware Scams Targeting Seniors and the Unwary – July 8, 2016
- Early Onset Alzheimer’s-Type Dementia – July 1, 2016
June 2016
- DeCambre v. Brookline Housing Authority – June 24, 2016
- Finding the Right Assisted Living Facility – June 17, 2016
- Musing on a Road Trip – June 10, 2016
- High Profile Estate Disputes – June 3, 2016
May 2016
- Medicare Advantage Plans – May 27, 2016
- Life Insurance Considerations for Your Estate Plan – May 20, 2016
- Recent Developments In The Law – May 13, 2016
- Lessons Everyone Can Learn From Prince’s Estate – May 6, 2016
April 2016
- Preserving Family History – April 29, 2016
- Freedom of Sexual Expression for Elderly and Disabled Adults – April 22, 2016
- Transferring Real Estate into an LLC: Use Caution When a Mortgage is Involved – April 15, 2016
- CLIENT UPDATE: New Changes In Virginia Spousal Inheritance Rights – April 8, 2016
- The Cost of Procrastination – April 1, 2016
March 2016
- Changes to Medicaid Waiver Program – March 25, 2016
- Communicating with a Loved One with Alzheimer’s – March 18, 2016
- The Missing Element of Your Estate Plan – March 11, 2016
- Aging In Place (It’s the little things…) – March 4, 2016
February 2016
- Spotlight on Income Taxes: Medical Deduction for Assisted Living? – February 26, 2016
- Household Model of Care – February 19, 2016
- Agents Beware: Failure to Disclose Your Principal Leads to Personal Liability – February 12, 2016
- Spotlight on: EQUI-VETS and EQUI-KIDS – February 5, 2016
January 2016
- New Emergency Contact Listing Provided by Virginia – January 29, 2016
- My Aunt Named Me the Executor of her Will – Now What? – January 22, 2016
- Department of Defense Releases Regulation Pertaining to Survivor Benefit Plan (SBP) Annuity to Special Needs Trusts – January 15, 2016
- Who to Select as Fiduciary? – January 8, 2016
- Medicare Open Enrollment – January 1, 2016
