Are you helping your parent(s) with their estate planning and elder law needs? If so, you may have experienced frustration when your attorney asks to speak with your parent alone during the initial consultation. But did you know that this is an ethical obligation?
Choosing a trustee in Virginia is essential for effective trust management. Consider financial expertise, integrity, and knowledge of Virginia law. Options include family members, professionals, or co-trustees. Avoid pitfalls by planning with an estate attorney to ensure your trust is managed properly.
During the COVID-19 pandemic, states could not take away Medicaid coverage from any residents enrolled in this program. In recent months, however, this has been changing. If you are on Medicaid, be sure to take some time to understand whether your coverage may be at risk.
Learn how the experienced estate planning attorneys at The Law Office of Aubrey Carew Sizer can help you with creating a HIPAA waiver.
You spend a large portion of your life and your hard-earned money on the concept of the American dream, buying and living in your forever home. Your home is a special place, filled with memories, love, and laughter. As you age, you might start asking yourself whether your home works with your evolving daily routines and needs.
It is important to update your estate plan when you move and in response to a variety of other significant life events. Click here to learn more.
If you are considering preparing a will, this is a great first step in planning for the future. After reflecting on the basics, such as whom you want to be in charge of administering your wishes, you may wonder if there’s anything you shouldn’t include in your will. The answer is yes. There are some things that you should avoid.
It is tough to know when you should step in and help your parents with their finances. You may go back and forth about when to take over. Depending upon the steps your parents have taken when they're well, such a decision may be entirely out of your control. Determining whether your parents still have the cognitive ability to manage their affairs is difficult. A recent report reveals why it is important to encourage them to properly place their affairs in order while they still can.
November will mark National Family Caregivers Month. You may have a caregiver in your life to whom you wish to bestow your gratitude by designating them as an heir in your estate plan.
Creating intergenerational wealth with estate planning is a critical component of passing wealth from generation to generation. Click here to learn more.
The Social Security Administration has announced that its beneficiaries will see a significant increase – totaling nearly 9 percent – in their monthly Social Security checks come January 2023.
Millennials continue to see an uptick in planning for the future and estate planning. Yet, there are still too many adults in the United States without a plan in place. For more about millennials and estate planning, call an experienced lawyer at The Law Office of Aubrey Carew Sizer.
We are offering all of our estate planning packages at a significantly reduced rate during the month of October only.
Estate planning and asset protection are separate strategies. Click to learn more.
Medicaid is a federal program administered on a state-by-state basis. There are several types of Medicaid — including Community Medicaid.
How do you leave money to charity in your estate plan? Click here to learn more.
Spousal impoverishment is a concern for older couples when one spouse needs long-term care and applies for Medicaid.
If medical personnel are able to access your medical history during an emergency, it could mean the difference between life and death.
Unfortunately, not all families get along. If you are having problems with one of your children, you may not want them to benefit from your estate. There are several strategies for dealing with an estranged child in your estate plan.
Undue influence in relation to your loved one’s last will and testament or general estate planning can have profoundly negative consequences.
Nursing home evictions, or involuntary discharges or transfers, disrupt the lives of residents, leading to homelessness, separation from familial support systems, and loss of care.
Is there an inheritance tax in Virginia? Click here to learn more.
Ensuring mental capacity is a critical part of estate planning. Click here to learn more.
An economy that is recovering from the pandemic faster than expected means that the Social Security and Medicare trustees are predicting that both programs’ trust funds will remain solvent longer than they forecast last year. While this is a short-term improvement, major difficulties loom unless Congress acts.
Proper estate planning can help avoid common estate disputes between a deceased’s heirs. Learn more about estate planning to ensure your wishes are honored.
The Law Office of Aubrey Carew Sizer PLLC provides customized and affordable estate planning (including wills, living trusts, powers of attorney, and advance medical directives); elder law services (including long-term care planning, special needs planning for the disabled, and guardianships and conservatorships); probate, estate and trust administration (including advising executors and administrators of estates about post-mortem planning and the local probate process in Virginia), as well as general aging and disability advice in Northern Virginia, including but not limited to Arlington, Alexandria, Ashburn, Bristow, Burke, Centreville, Chantilly, Gainesville, Fairfax, Falls Church, Haymarket, Herndon, Leesburg, Manassas, Manassas Park, Reston, Springfield, Sterling, and throughout Loudoun, Prince William, and Fairfax counties.