Estate Planning

Blog

Home » Fiduciary

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

Factors to Consider when Picking Executor, Trustees and POAs

One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
11/15/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
Read More

How Can I Help My Family After I Pass Away?

Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
06/24/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
Read More

How Do I Create a Trust?

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
06/09/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
Read More

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
Read More

FIDUCIARY ACCREDITATION RECEIVED

Robert W. Haley has been awarded the ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studies. The AIF designation signifies training in fiduciary responsibility and follows a course and examination.The Center for Fiduciary Studies is the first full-time training and research facility for fiduciaries. The Center, associated with the Center for Executive Education, Joseph […]
04/26/20 • by: The Estate & Elder Law Center of Southside Virginia, PLLC
Read More
Book an Initial Call
Speak With Someone
Schedule an available time to speak with us. We look forward to meeting with you!
Book an Initial Call
Client Success Stories
Google Reviews
Danville Virginia Office

742 Main Street,
Danville, Virginia 24541

Bassett Virginia Office

3371 Fairystone Park Hwy,
Bassett, Virginia 24055

Lynchburg Virginia Office

2486 Rivermont Ave, Suite 203
Lynchburg, Virginia 24503

Integrity Marketing Solutions - Estate Planning Marketing
Powered by
magnifiercrosschevron-down