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The Ins and Outs of Estate Sales

Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to distribute…

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First Round Knock Out in Federal Court

When a financial institution is sued in federal court, the first question is usually:  “How quickly can we get this case thrown out?”  One of the most effective mechanisms for…

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Price of Long-Term Care Insurance Policy Drops, At Least for 55-Year-Old Males

A healthy 55-year-old man can expect to pay $925 annually for $164,000 in current long-term care insurance benefits, according to the 2014 Long-Term Care Insurance Price Index, an annual report…

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Paul Izzo to Present for EngAGE Speaker Series

Trusts, Estates, and Elder Law attorney Paul Izzo has been selected to participate as a speaker in a “Preneeds Planning and Preparing the Estate” conversation hosted by the Henrico County…

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Can You Be Buried With Your Pet?

Pets are often regarded as a part of the family and increasingly their needs are accounted for in planning decisions.  There is health insurance for pets- and most states- including…

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Revised Inflation Adjustments for 2018

The IRS has revised the inflation adjustments for 2018 to reflect changes made by the Tax Cut and Jobs Act, enacted at the end of 2017. In addition to revising…

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Choosing Retirement Account Beneficiaries Requires Some Thought

While the execution of wills requires formalities like witnesses and a notary- the reality is that most property passes to heirs through other- less formal means. Many bank and investments…

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What’s a Health Care Proxy and Why Do I Need One?

If you become incapacitated- who will make your medical decisions? A health care proxy allows you to appoint someone else to act as your agent for medical decisions. It will ensure…

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New Law Makes Big Changes to Retirement Plans

President Trump has signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers…

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Long-Reviled Military ‘Widow’s Tax’ Is Finally Being Phased Out

A controversial policy that reduces the benefits of military spouses is on the way out. The so-called “widow’s tax” cuts assistance to surviving military spouses who qualify for benefits under…