Making the decision to have your parent or loved one move into a long-term care facility can be difficult. Maybe…
Tag: Jeff Hampton
The Importance of Good Recordkeeping – and Which Documents to Keep
As the ease of managing accounts and finances online continues to increase, many of our clients wonder which documents, records,…
Penalty Periods and the 5-Year Lookback: Some Good News
On April 17, the acting director of the Centers for Medicare and Medicaid Services issued a policy clarification to all…
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…
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…
