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July 2025
- Jul 11, 2025 LAW UPDATE: Estate Planning Impacts of the One Big Beautiful Bill Act Jul 11, 2025
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June 2025
- Jun 26, 2025 Fiduciary Boot Camp: What are the Fiduciary Duties? Jun 26, 2025
- Jun 5, 2025 Trusts 101: When Not to Use a Trust Jun 5, 2025
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May 2025
- May 15, 2025 Leesburg, VA, Attorney Frank Pugh in the Wall Street Journal May 15, 2025
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April 2025
- Apr 22, 2025 Leesburg Flower and Garden Week: Preserving a Hobby Garden Apr 22, 2025
- Apr 17, 2025 Estate Planning in Practice: What About Online Wills? Apr 17, 2025
- Apr 3, 2025 Fiduciary Boot Camp: Should You Record the Will? Apr 3, 2025
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March 2025
- Mar 20, 2025 Cross-Post: The Scary Truth of Trademark Scams — and How to Prevent Them Mar 20, 2025
- Mar 6, 2025 Estate Planning in Practice: Moving to a New State Mar 6, 2025
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February 2025
- Feb 20, 2025 Trusts 101: Benefits of a Trust Before Death Feb 20, 2025
- Feb 6, 2025 LAW UPDATE: Virginia Legislature Kills Electronic Estate Plan Documents (Again) Feb 6, 2025
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January 2025
- Jan 23, 2025 Lessons from Litigation (and LAW UPDATE): How to Prove a Deceased Person’s Claim Jan 23, 2025
- Jan 9, 2025 Trusts 101: Why Use a Trust? Jan 9, 2025
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December 2024
- Dec 26, 2024 Cross-Post: Best Practices for Receiving a Charitable Gift Dec 26, 2024
- Dec 12, 2024 Lessons from Litigation: No-Contest Confusion Helps a Church Dec 12, 2024
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November 2024
- Nov 28, 2024 Fiduciary Boot Camp: 7 Trustee Missteps to Avoid Nov 28, 2024
- Nov 14, 2024 LAW UPDATE: Mandatory Training Coming for Guardians of Incapacitated Adults Nov 14, 2024
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October 2024
- Oct 31, 2024 Lessons from Litigation: Draft for Longevity so You Don’t “Barr” Your Rights Oct 31, 2024
- Oct 17, 2024 Fiduciary Boot Camp: So You Found Out You’re a Trustee Oct 17, 2024
- Oct 3, 2024 Estate Planning in Practice: When an Attorney Asks a Family Member to Leave the Room Oct 3, 2024
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September 2024
- Sep 19, 2024 Stages of Life & Estate Planning: Divorce Sep 19, 2024
- Sep 5, 2024 Stages of Life & Estate Planning: Emptying the Nest Sep 5, 2024
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August 2024
- Aug 22, 2024 Stages of Life & Estate Planning: 529s and Estates Aug 22, 2024
- Aug 8, 2024 LAW UPDATE: Virginia Court of Appeals Underscores the Importance of Estate Planning ‘Boilerplate’ Aug 8, 2024
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July 2024
- Jul 25, 2024 Stages of Life & Estate Planning: Young Families Jul 25, 2024
- Jul 11, 2024 Stages of Life & Estate Planning: Non-Marital Relationships Jul 11, 2024
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June 2024
- Jun 27, 2024 Stages of Life & Estate Planning: Professional Singles Jun 27, 2024
- Jun 10, 2024 LAW UPDATE: U.S. Supreme Court Decision Will Impact Estate Planning With Family Businesses Jun 10, 2024
- Jun 6, 2024 Stages of Life & Estate Planning: Do College Students Need Estate Planning? Jun 6, 2024
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March 2019
- Mar 6, 2019 Amy & Dan Smith's Planning for Life: Gift and Estate Tax: Where Are We Now? Mar 6, 2019
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February 2019
- Feb 6, 2019 Amy & Dan Smith's Planning for Life: Applying for Medicaid Benefits Feb 6, 2019
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January 2019
- Jan 9, 2019 Amy & Dan Smith's Planning for Life: 12 Financial Resolutions Jan 9, 2019
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October 2018
- Oct 31, 2018 Amy & Dan Smith's Planning for Life: What Happens to my Debt when I Die? Oct 31, 2018
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September 2018
- Sep 6, 2018 Amy & Dan Smith's Planning for Life: Caregiver Connections Sep 6, 2018
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August 2018
- Aug 3, 2018 Amy & Dan Smith's Planning for Life: Insurance—What’s the Use of It? Aug 3, 2018
- July 2018
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June 2018
- Jun 6, 2018 Amy & Dan Smith's Planning for Life: Get Financially Fit Jun 6, 2018
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April 2018
- Apr 25, 2018 Amy & Dan Smith's Planning for Life: Closing a Retirement Income Gap Apr 25, 2018
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March 2018
- Mar 12, 2018 Amy & Dan Smith's Planning for Life: Trusts for Children Mar 12, 2018
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February 2018
- Feb 9, 2018 Amy & Dan Smith's Planning for Life: Tax Act Implications for Education Savings Feb 9, 2018
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January 2018
- Jan 10, 2018 Amy & Dan Smith's Planning for Life: Tax Cuts and Jobs Act Jan 10, 2018
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December 2017
- Dec 6, 2017 Amy & Dan Smith's Planning for Life: Executor, Administrator, Trustee: What's The Difference? Dec 6, 2017
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November 2017
- Nov 2, 2017 Tackle Year-End Deadlines and Look Ahead to 2018 Nov 2, 2017
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September 2017
- Sep 6, 2017 Amy & Dan Smith's Planning for Life: Funeral Arrangements - Organ Donation - Cremation Sep 6, 2017
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August 2017
- Aug 3, 2017 Creating the Financial Plan for Those with Dementia Aug 3, 2017
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July 2017
- Jul 6, 2017 Amy & Dan Smith's Planning for Life: You Can't Retire From Taxes Jul 6, 2017
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June 2017
- Jun 1, 2017 Amy & Dan Smith's Planning for Life: Misconceptions about 529 Plans Jun 1, 2017
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May 2017
- May 4, 2017 Amy & Dan Smith's Planning for Life: Choosing a Fiduciary May 4, 2017
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April 2017
- Apr 6, 2017 Amy & Dan Smith's Planning for Life: Famous Estate Blunders and How To Avoid Them Apr 6, 2017
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March 2017
- Mar 9, 2017 Amy & Dan Smith's Planning for Life: Five Key Retirement Questions Mar 9, 2017
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February 2017
- Feb 3, 2017 Amy & Dan Smith's Planning for Life: It's Time to Review Your Estate Plan Feb 3, 2017
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January 2017
- Jan 5, 2017 Amy & Dan Smith's Planning for Life: Investing in the Family Stock Jan 5, 2017
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November 2016
- Nov 30, 2016 Amy & Dan Smith's Planning for Life: Early Returns - How U. S. Markets Reacted to the Presidential Election Nov 30, 2016
- Nov 3, 2016 Amy & Dan Smith's Planning for Life: Guns and Estate Planning "Gun Trusts" Nov 3, 2016
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October 2016
- Oct 5, 2016 Amy & Dan Smith's Planning for Life: Are Your Estate and Financial Plans Shock-Proof? Oct 5, 2016
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September 2016
- Sep 8, 2016 Amy & Dan Smith's Planning for Life: What Happens to My Stuff When I Die? Sep 8, 2016
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August 2016
- Aug 4, 2016 Amy & Dan Smith's Planning for Life: Your Retirement Plan B Aug 4, 2016
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July 2016
- Jul 12, 2016 Amy & Dan Smith's Planning for Life: Time to Add Discipline to Your Good Money Habits Jul 12, 2016
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June 2016
- Jun 1, 2016 Amy & Dan Smith's Planning for Life: Do It Yourself Legal Products: Bargain or Trap? Jun 1, 2016
- May 2016
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April 2016
- Apr 7, 2016 Amy & Dan Smith's Planning for Life: How To "File and Suspend" Before It Is Too Late Apr 7, 2016
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March 2016
- Mar 2, 2016 Amy & Dan Smith's Planning For Life: There If (Or When) You Need It Mar 2, 2016
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February 2016
- Feb 3, 2016 Amy & Dan Smith's Planning for Life: Six Things to Know to Weather a Market Downturn Feb 3, 2016
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January 2016
- Jan 7, 2016 Amy & Dan Smith's Planning for Life: When the Road to Success Leads Back Home Jan 7, 2016
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December 2015
- Dec 2, 2015 Amy & Dan Smith's Planning for Life: Giving and Taxes Dec 2, 2015
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November 2015
- Nov 4, 2015 Amy & Dan Smith's Planning for Life: Trusts Nov 4, 2015
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September 2015
- Sep 30, 2015 Amy & Dan Smith's Planning for Life: How Divorce Affects Social Security Benefits Sep 30, 2015
- Sep 3, 2015 Amy & Dan Smith's Planning for Life: When to Take Social Security - Timing is Everything Sep 3, 2015
- August 2015
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July 2015
- Jul 2, 2015 Amy & Dan Smith's Planning for Life: The Marital Agreement Jul 2, 2015
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June 2015
- Jun 3, 2015 Amy & Dan Smith's Planning for Life: Challenges for Blended Families Jun 3, 2015
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May 2015
- May 5, 2015 Amy & Dan Smith's Planning for Life: Planning for Lives after Death May 5, 2015
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April 2015
- Apr 1, 2015 Amy & Dan Smith's Planning for Life: Planning for the Unexpected Apr 1, 2015
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March 2015
- Mar 4, 2015 Amy & Dan Smith's Planning for Life: Looking Beyond U.S. Borders Mar 4, 2015
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February 2015
- Feb 3, 2015 Amy & Dan Smith's Planning for Life: Five Equity Market Themes for 2015 Feb 3, 2015
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January 2015
- Jan 6, 2015 Amy & Dan Smith's Planning for Life: Planning Your Will Jan 6, 2015
- Jan 2, 2015 Smith & Pugh, PLC: What's So Complex About Administering a Trust? Jan 2, 2015
- Jan 2, 2015 Amy V. Smith, CFP®, CIMA®: Starting at the Finish Line Jan 2, 2015
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December 2014
- Dec 30, 2014 Smith & Pugh, PLC: The Essential Components of Estate Planning Dec 30, 2014
- Dec 10, 2014 Amy & Dan Smith's Planning for Life: Explaining the Process of Probate Dec 10, 2014
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October 2014
- Oct 1, 2014 Amy & Dan Smith's Planning for Life: The General Power of Attorney Oct 1, 2014
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September 2014
- Sep 3, 2014 Amy & Dan Smith's Planning For Life: Do Not Resuscitate Order ("DNR") Sep 3, 2014
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August 2014
- Aug 6, 2014 Amy & Dan Smith's Planning for Life: Health Care Decision Making Aug 6, 2014