Estate planning has come a long way from when I first began practice in 1993. At the time, estate planning…
Tag: estate planning
Events That Inspire Estate Planning
Frequently clients call our office due to a perceived risk, such as an upcoming surgery or a long-distance vacation. The…
Issues to Consider when Your Child Goes off to College
It’s February, folks. That means that college acceptance letters will soon be arriving via email, snail mail or however they…
Do You Need to Revisit Your Estate Plan in 2017? The Answer is Probably “Yes.”
Estate Planning attorneys generally advise that plans be revisited with regularity to adjust for changes in law and changes in…
ABLE Accounts Open in Virginia
For those of you who have been waiting for Virginia529 to open the enrollment process for ABLE accounts, your wait is over. The Stephen Beck, Jr. Achieving a Better Life Experience (ABLE) Act was signed into law in December, 2014…
Special Needs Trust Fairness Act Passes Congress
On December 7, 2016, the Special Needs Trust Fairness Act passed Congress as part of the 21st Century Cures Act…
Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed
This newsletter recently addressed proposed treasury regulations that, if enacted, will drastically impact transfers of family businesses. The hearings on the proposed regulations (the “2704 Regulations”) were held this month, and those participating were extremely critical of the proposed regulations.…
Decanting an Irrevocable Trust to Protect Public Benefit Eligibility
Unintended consequences can occur when people fail to consider the effect of a plan on persons with special needs. Estate…
‘Tis the Season…for hospital admissions and long-term care planning!
Author: Stephanie Washington Co-Author: Letha Sgritta-McDowell During the holidays, it is not uncommon for emergency rooms to see an increase…
