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Virginia Estate and Retirement Blog

Good Estate Planning (and Bad)

This week, I’d like to give you some examples of why it’s so important to be prepared–for the sake of your family’s future. You see, when it comes to transferring real wealth to children, many otherwise-successful parents never get around to it. They’re just too  …read more »

How To Choose The Best Guardian

Since this is a subject which often comes up in our offices, I thought I’d put together some of our best answers on the subject, for your reference. These are the most important considerations for your selection of a guardian for your children … Consider  …read more »

Unseen Money Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice which you read in books and hear on the radio about how to keep your finances in check. But you’re still not getting ahead. Well,  …read more »

Unseen Money Mistakes (Part 2)

I wrote previously about the hidden financial mistakes which even some of our wealthiest clients fall into. These are gleaned from my years working directly with families — in their finances, and, of course, in saving them money on tax. In so doing, I’m hopefully  …read more »

Nine Reasons To Create An Estate Plan Right Now

Many well meaning families think that estate plans are for someone else, not them. (Our clients hopefully know different.) They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes  …read more »

Beating Procrastination

When your day wraps to a close, are you leaving tired and satisfied? Or just … tired? You’ve spent the day in nearly constant activity. And you may have been procrastinating the whole time. “Huh?” you say, “I can’t have been procrastinating.  I’ve been really  …read more »

The Millionaire Next Door

Maybe it’s true that having $1m+ isn’t as impressive as it used to be these days. But it’s still a measure that we continue to use as a marker of financial “arriving”. What’s further interesting is that even in the midst of ongoing economic gyrations,  …read more »

Good Reasons To Give (Aside From Tax Deductions)

When we advise about or help set up tax-saving mechanisms for clients to deliver their philanthropy and giving (outside of normal tax deductions), there’s plenty of discussion about the benefits of the gift for the recipient. But what about for the giver? Here are some  …read more »

What Taxpayers Need To Know About The ACA

“Expect trouble as an inevitable part of life, and when it comes, hold your head high, look it squarely in the eye and say, ‘I will be bigger than you. You cannot defeat me.’” – Ann Landers First of all, this legislation has continued to  …read more »

The Billionaire’s Way

“Character isn’t something you were born with and can’t change, like your fingerprints. It’s something you weren’t born with and must take responsibility for forming.” – Jim Rohn J. Paul Getty became the richest man in the world during his time by practicing a few  …read more »

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