When planning for the future, choosing someone to handle your financial affairs when you cannot is a huge decision. The person you select to become a financial power of attorney (POA) representing your estate will have significant responsibilities. This is a task you...
Month: February 2024
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New estate planning considerations when you retire in Virginia
As you retire in Virginia, it is important to reassess and update your estate plan to align with the specific considerations of this stage in life. After all, estate planning is not a one-size-fits-all endeavor. Virginia retirees should be mindful of certain aspects...
4 key considerations when choosing a special needs trustee
When setting up a special needs trust, one of the most important decisions you will make is selecting the right trustee. This individual or entity will manage the trust for the benefit of the person with special needs. 1. Understanding of special needs The trustee...


