Blog Posts in May, 2015

  • Elder Care

    Be sure both to build a network of friends and neighbors to check in on you and to look out for those around you. "More than half of the 10,000 substantiated reports of elder abuse made in Virginia last year were attributable to self-neglect, according to the annual report of the Adult Protection Services Division , part of the Virginia Department of Aging and Rehabilitative Services. The report ...
    Continue Reading
  • Probate Pirates and Friendly Grandparent Syndrome

    Attached is " Here's How The Great $41 Trillion Generational Wealth Transfer Is Intercepted By Probate Pirates" by Juliette Fairley.; this article provided insight into courted appointed guardians, home repair scammers, and retirement homes that may not have an elderly loved ones best interest in mind. ...
    Continue Reading
  • Don't Count on Inheritances for Retirement

    Over the years I have lost track of the number times a client proclaimed they will spend everything before it passes to their kids. Most of my clients will not “spend it all” because they live conservatively, seek out legal and financial advice from professionals and most importantly do not own boats. In all seriousness, it appears too many people have unrealistic notions on familial inheritance ...
    Continue Reading
  • The Art of Scamming and How You Can be Aware

    Just this morning, I picked up a paper and read an ad for a seminar warning folks to come in to a Wills & Trusts Seminar to hear about crucial new developments in the law. I looked carefully at the ad and noticed that the laws mentioned were not new, ranging from a couple years old to a couple dozen years old. The morals of this story are: Our clients should call us directly with questions about ...
    Continue Reading
Page 1 of 1