Blog : Estate Planning

  • Estate Planning When A Family Member Is Disabled

    February 17, 2022

    This kind of mistake can wreak havoc on many lives, which is why it is so important to work with an experienced estate planning attorney who is knowledgeable about special needs planning. The article, “Crafting an estate plan to include disabled family members”  from The Ledger explains what is involved in special needs planning. Supplemental […]

  • Dementia and Advanced Directive

    February 17, 2022

    The Roanoke Times advises in the recent article “What to do in absence of advance directive” to talk to an experienced elder care attorney to coordinate the necessary legal issues, when dementia may be at issue with a parent or other loved one. Next, ask your physician for a geriatric evaluation consultation for your loved […]

  • What is an Advance Directive and Do I Need One?

    February 17, 2022

    “The art of medicine consists of amusing the patient while nature cures the disease.” Voltaire “Once a patient goes brain dead and relatives sign his organ donation consent form, he will get the best medical treatment of his life. A hospital code blue may be a call for doctors to rush to the bedside of […]

  • Spare Your Family From a Feud: Make Sure You Have a Will

    February 17, 2022

    Spare Your Family From a Feud: Make Sure You Have a Will “The problem with revenge is that it never gets what it wants; it never evens the score. Fairness never comes. The chain reaction set off by every act of vengeance always takes its unhindered course. It ties both the injured and the injurer […]

  • Someday’ Is Sooner than You Think

    February 17, 2022

    If you and your siblings have been worrying about older parents please understand that ‘someday’ is sooner than you think. The cause for sleepless nights for many, now comes from worrying about older parents. As parents age, it becomes more important to talk with them about a number of “someday” issues, advises Kanawha Metro in […]

  • Retirement Minimum Distribution (RMDs) Fundamentals

    February 17, 2022

    Most people don’t know the rules about required minimum distributions. Also known as “RMDs,” these are the rules that require investors to make withdrawals from their retirement accounts the year that they turn 70½. However, says Forbes in the article “5 Things to Know About RMDs,” these withdrawals can have a major impact on cash flow, […]

  • Retirement Is Not Tax-Free

    February 17, 2022

    What many people don’t realize that when they start drawing funds from those 401(k)s, they’re taxed. One of the reasons the accounts are so popular, is that a traditional 401(k) is funded from pre-tax paychecks, so the money deposited into the plan and any gains on the investment are not taxed until the money is […]

  • Parents Want Their Children To Be Taken Care Of After They Die

    February 17, 2022

    There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents. New clients often say that they do not have an estate plan. Most people are surprised to learn that they actually do have a plan. In the absence of legal planning […]

  • Kids Grown Up? Protect Them with These Three Documents

    February 17, 2022

    Kids Grown Up? Protect Them with These Three Documents “Right is right even if no one is doing it; wrong is wrong even if everyone is doing it.”  Saint Augustine of Hippo “Everybody knows how to raise children except for the people that have them.” P.J. O’Rourke Without the right documents in place, you do not […]

  • Is a Revocable Trust Valuable in Estate Planning

    February 17, 2022

    “Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no hope at all.” Dale Carnegie. “In three words I can sum up everything I’ve learned about life: it goes on.” Robert Frost. Yes a revocable trust is valuable in estate planning. […]


Michael P

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