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 Apple, Spotify, Anchor, Breaker and Google podcasts. Subscribes Welcome!

Blog Articles

What Is Asset Protection Planning?

Asset protection planning is the process of building barriers around your assets, whether those assets are personal or business, to keep them safe from litigation, creditor claims, seizure and burdensome taxes.

03/01/23 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

Who Should I Name as a Co-Trustee?

Unlike a last will and testament, a revocable living trust is effective during your lifetime.

01/31/23 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

CURIOUS ABOUT ESTATE PLANNING? Be Sure To Join Attorney Robert W. Haley For A Seminar on January 19th!

CURIOUS ABOUT ESTATE PLANNING? Be sure to join Attorney Robert W. Haley for a seminar on January 19th! Friday, January 19th, 2023 in Danville at 12:00pm starts our office's return to presenting live, in-person, seminars on a variety of topics for the new year! Certified Elder Law Attorney®, Robert W. Haley will be giving an estate planning seminar on 5 @ 55: Estate Planning Basics that everyone should have in place.

01/16/23 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

What Estate Planning Can a Nursing Home Resident Do?

Those who put off doing any estate planning before entering a care facility, may find themselves asking what estate planning can a nursing home resident do? It can be difficult trying to understand the estate settlement process. It’s a system so arcane and frustrating that it can take months to complete. Family members must deal with probate, taxes, assets and debts — all while navigating their grief.

01/09/23 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

How GRAT's can Transfer Wealth Across Generations

Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.

01/05/23 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

What to Do When Your Spouse Dies

There are many questions that come up regarding what to do when your spouse dies! Kiplinger’s recent article entitled “A Checklist for What to Do (and NOT Do) After Someone Dies” provides some worthwhile information to help you if you are faced with a death in the family and must organize the next steps.

01/04/23 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

Can Loved One’s Funeral Expenses Be Deducted?

The ability to deduct funeral expenses on your tax returns depends on who paid for the funeral expenses.

12/06/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

Major Blunders in Estate Planning

Hey, everyone makes mistakes! However, major blunders in estate planning can cause massive havoc, easily complicating a bad situation to make it infinitely worse.

11/30/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

There are Ways to Transfer Home to Your Children

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.

11/29/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

Help! We are Trapped in the Hellscape of Probate!

People often find themselves unexpectedly faced with the pitfalls and constant challenges of probate/estate administration every single day! These struggles that occur during an already difficult time are often greatly compounded by loved ones who failed to properly plan their estate before passing!

11/03/22 • by: The Estate & Elder Law Center of Southside Virginia, PLLC

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Client Success Stories

The staff was very professional. They went beyond the normal to assist me as needed and explained the procedures being used to complete my legal documents. Customer service was outstanding. I would highly recommend them to my family n friends.

- Posted by Renee G., on March 16, 2023

Pleasant professionals made planning clear and understandable.

- Posted by Rebecca M., on March 8, 2023

5 Stars!

- Posted by Kim D., on March 7, 2023

Needed a new will and durable/medical power of attorney quickly to help with my mother’s estate, they were able to accommodate with the utmost professionalism. All the staff were courteous and attentive our needs. Would definitely recommend them.

- Posted by Bob R., on March 1, 2023

It was an easy and efficient process handled with professionalism.

- Posted by Oria N., on February 17, 2023

I was looking for a law firm that specializes in preparing me to deal with my mother’s needs as well as guidance regarding taking care of my disabled brother. I am very happy with the service, advice and help that Atty. Haley and his firm provided and will recommend them to family and friends.

- Posted by Rhonda P., on February 8, 2023

Google Reviews

ORIA N.

February 20, 2023.

It was an easy and efficient process handled with professionalism.

Rhonda Pruitt

February 8, 2023.

Timothy H.

February 6, 2023.

The Estate & Elder of Southside Virginia, PLLC was very helpful for my family needs and peace of mind.

Stinky

January 30, 2023.

Services provided by the legal team were thorough and interactions were cordial.

John G.

January 19, 2023.

He gave information helping us when my mother was aging and we faced nursing home care. He helped transfer property into all names and developed a plan for saving assets anticipating going into a nursing home. She passed away before needing a nursing home, and he answered questions about probate.

Kimberly N.

January 14, 2023.

I have used Mr Haley and staff several times and they are always very helpful and kind.

Thomas W.

January 6, 2023.

Our son was severely handicapped and totally dependent upon us . We went to Mr. Haley with many problems. He was able to sort thru those problems and find solutions for us. He promptly returned phone calls and email. We found Mr. Haley to be knowledgeable, caring and totally trustworthy.

Spitzer Inc

January 6, 2023.

This team is professional and has their act together. I brought a family member here and Robert took time to answer every question. He gave us documents to review and ask more questions. He was very thorough, timely and I am appreciative. I recommend him to everyone.

PATRICIA H.

December 23, 2022.

I thought we were going to have to spend down the vast majority of my parents assets. Fortunately we found Mr Haley and not only did he help us ensure Dad's placement in a long term care facility, he was able to protect the assets for Mom! If you have a loved one in or going to the nursing home, you have to see Mr Haley and his staff!

Danville Pathologists

December 18, 2022.

The Estate & Elder Law Center of Southside Virginia, PLLC

Estate Planning

Blog

What Is Asset Protection Planning?

Who Should I Name as a Co-Trustee?

CURIOUS ABOUT ESTATE PLANNING? Be Sure To Join Attorney Robert W. Haley For A Seminar on January 19th!

What Estate Planning Can a Nursing Home Resident Do?

How GRAT's can Transfer Wealth Across Generations

What to Do When Your Spouse Dies

Can Loved One’s Funeral Expenses Be Deducted?

Major Blunders in Estate Planning

There are Ways to Transfer Home to Your Children

Help! We are Trapped in the Hellscape of Probate!

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