Why I Love My Job
Today, I had the honor and privilege of sitting with an 87 year old client recovering from a broken hip. She is facing mortality with clear eyes and a peaceful heart. I prepared documents to leave her affairs in order and she carefully signed them. She and her family proudly… Read more
Getting Organized in 2017 — What to Keep and What to Pitch
Happy 2017! I am hoping to make blogging a more consistent part of my practice this year. As we all organize ourselves for the year ahead, clean out the old to make room for the new, and prepare our 2016 tax returns, I thought I would share some tips on… Read more
Estate Planning: Avoid Disputes — Make a List!
(Image Source) Some of my most salient memories of my grandparents include and involve their “stuff”. Worthless to most others, but priceless to me. Things like the newsboy cap that my grandfather wore on his winter walks, the framed poster of a very busy kitchen full of lots of food,… Read more
What Happens to My Assets if I Die Without a Will in Virginia?
“What happens to my stuff if I die without a will in Virginia?” is a question that I hear a lot. Passing away without a will is referred to as dying intestate and can have many unintended consequences. What “stuff” gets distributed? Your “stuff” passing intestate includes everything that would… Read more
Planning Your Facebook Legacy & Digital Heirs
Today (February 12, 2015), Facebook announced a new feature that allowed its users to designate a legacy contact — “a family member or friend who can manage their account when they pass away.” (See the Facebook Announcement). In the past and unless one designates a legacy contact now, the Facebook account of… Read more