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Greetings - Welcome to our firm's Blog! Curious to learn more about topics of interest in regards to Estate Planning, Medicaid Planning/Asset Protection and other elder law matters in general? Be sure to check out our online blog! 

To see a listing of our website blog articles tagged and sorted by their own specific topics,  just click on their corresponding 'Blog Categories' links below, located directly under the 'Contact Us Today' field on the lower right of this page. (If viewing this on a desktop or laptop computer.)

Prefer to listen to podcasts on the go instead? Our newest media offering from the firm is an ongoing podcast put out by Robert and Cricket Haley, called 'Aging Intelligently'. 

Welcome to Aging Intelligently, where we walk with you down the path of getting older and together, climb those obstacles that seem insurmountable. Information and preparation can change your perception of aging. To learn more, we invite you to also check out our Aging Intelligently website, located here.

Certified Elder Law Attorney®, Robert W. Haley, and his wife, Cricket, a Certified Elder Care Manager, share their journey from fat to fabulous. They discuss their research, personal experience and interview other experts in the fields of Elder Law, Care Management, Finance, Nutrition, Fitness, and even Travel, so you too, can be holistically well and secure wherever life's path may lead.

*This podcast is accessible through many applications, including AppleSpotify, Anchor, Breaker and Google podcastsSubscribes Welcome! 

Blog Articles

Why Do I Need a Will?

Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
06/20/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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What Is the Best Way to Leave Money to Children?

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
06/16/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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What Happens Financially when a Spouse Dies?

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
06/14/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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When Should I Update My Will?

There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
06/10/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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Is a Roth Conversion a Good Idea when the Market Is Down?

Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.
06/07/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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Estate Tax Exemption Change?

Will estate tax exemption change in 2022? It is possible the proposed clawback regulations from the Treasury may undermine the estate planning you’ve done to address the reduction in estate tax exemptions coming on January 1, 2026. Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
05/31/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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Unprecedented Changes Under President Biden Proposed To Gift And Estate Tax Laws

Have you checked in with your estate planning attorney lately? Current estate, gift and generation-skipping transfer tax exemptions and tax rates may be affected if new tax legislation passes. For example, President Biden’s American Families Plan would eliminate the 'step-up' in basis upon death. The proposed 'For the 99.5% Act' includes provisions that could significantly affect how […]
09/09/21 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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CURIOUS ABOUT ESTATE PLANNING? Be Sure To Join Attorney Robert W. Haley For A Seminar on April 7th!

Mark your calendars: April 7th, 2021 at 12:00pm starts our office's return to presenting live, in-person, seminars on a variety of topics! Certified Elder Law Attorney®, Robert W. Haley will be giving a seminar on 5 @ 55 Estate Planning Basics that everyone should have in place.  This free seminar is part of the NCI Life 2021 Series, and is being […]
03/30/21 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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A Few Common Estate Planning Myths

There are a lot of myths and misconceptions in Estate Planning! Whether at seminars in person, through webinars, or over the phone, we often hear these listed below come up quite frequently: MYTH #1: "Estate planning is only for the rich." When people hear the word "estate", the automatic association is that of a millionaire, for example, "stately Wayne […]
10/01/20 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
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