2018 Newsletter

December 2018

• No! You Cannot Disinherit Your Spouse. – Dec. 18, 2018
• Don’t Become a Victim of the “Grandparent Scam” – Dec. 11, 2018
• Estate Planning with IRA’s and Retirement Plans: Pitfalls and Opportunities – Dec. 4, 2018

November 2018

• Will People With Disabilities Be Forced Into Nursing Homes? – Nov. 27, 2018
• Working Grandparents Raising Grandchildren May Qualify for EITC – Nov. 20, 2018
• Beware of Arbitration Clauses in Nursing Home Admission Contracts – Nov. 13, 2018
• Purchasing a Pre-Paid Funeral Plan is An Important Part of a Well-Rounded Estate Plan – Nov. 6, 2018

October 2018

• Guns and Dementia – Oct. 30, 2018
• 4th Quarter Review of Estimated Taxes – Oct. 23, 2018
• Do You Have to Name a Virginia Resident to Serve as the Executor of Your Will? – Oct. 16, 2018
• Dept. of Veterans Affairs Publishes Final Rule for Needs-Based Benefits: Deductible Medical Expenses – Oct. 9, 2018
• Dept. of Veterans Affairs Publishes Final Rule for Needs-Based Benefits: Net Worth and Transfer Rules – Oct. 2, 2018

September 2018

• Dept. of Veterans Affairs Publishes Final Rule for Needs-Based Benefits: General Overview – Sept. 25, 2018
• Making the Transition to a Long-Term Care Facility – Sept. 18, 2018
• Financial Industry Issues New Rules to Protect The Elderly – Sept. 11, 2018
• Why You Need an Estate Administration Attorney After the Death of a Loved One – Sept. 4, 2018

August 2018

• Stop Procrastinating. It’s Time To Make A Plan! – August 28, 2018
• To Shred or Not To Shred? – August 21, 2018
• Should I Transfer My House To My Kids? – August 14, 2018
• Will You Outlive Your Nest Egg? – August 7, 2018

July 2018

• Unexpectedly Disinherited? – July 31, 2018
• IRS Announces Refunds and Credits for Some Veterans – July 24, 2018
• Anxiety and Dementia – July 17, 2018
• Think Before You Liquidate That IRA – July 10, 2018
• New Changes to 529 Plans – July 3, 2018

June 2018

• When it’s Time to Hang up the Keys – and How to Have That Difficult Discussion – June 26, 2018
• Elder Abuse, Neglect, and Exploitation, Part Three: What Can You Do? – June 19, 2018
• Executor or Trustee of Family Member’s Estate or Trust? Be Careful. – June 12, 2018
• Older Adults and Romance – June 5, 2018

May 2018

• New Guidance for Special Needs Trusts – May 29, 2018
• I am a Beneficiary of an Estate – Why Did I Receive a Schedule K-1? – May 22, 2018
• The Importance of Good Recordkeeping – and Which Documents to Keep – May 14, 2018
• Elder Abuse, Neglect, and Exploitation, Part Two: What to Watch For and What is Being Done to Combat the Problem – May 8, 2018
• Should you add your child to the title of your real property? – May 1, 2018

April 2018

• Penalty Periods and the 5-Year Lookback: Some Good News – April 24, 2018
• April 17th Marks the Tax Deadline! Have You Filed Your Return? – April 17, 2018
• Administration of Small or Insolvent Estates – April 10, 2018
• The Surprising Things Medicaid Won’t Pay For – April 3, 2018

March 2018

• Elder Abuse, Neglect, and Exploitation, Part One: What is it and Can it Happen to You? – March 23, 2018
• Complications of Owning Real Property in Multiple States – March 16, 2018
• Penny Wise but Pound Foolish – March 12, 2018
• Determining How Much of Your Social Security Benefits are Taxable – March 2, 2018

February 2018

• AMBROSIO V. WOLF: A Will Contest Cannot be Brought Until After the Testator has Died – February, 27, 2018
• Protecting an Inheritance from Creditors – February, 19, 2018
• Dementia and Driving – February 9, 2018
• Cold or Flu – How to Tell the Difference – February 5, 2018

January 2018

• Tax Rates Affected by New Tax Law – January 26, 2018
• The Problems Associated with Joint Bank Accounts – January 19, 2018
• With Tax Time Fast Approaching – January 12, 2018
• Avoiding Common Investment Mistakes – January 9, 2018
• Tax Cuts and Jobs Act of 2017  – January 2, 2018