By Susan I. Jean - June 26, 2023 I met with a client recently who shared with me a very scary story. Some details have been changed, but the substance of her situation is as follows: Her grandson called her. He had been arrested and needed $15,000 for bail. It had...
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Helpful Info – Beware of Scams!
Helpful Into -- Beware of Scams! By Attorney Robert T. Brooks August 21, 2019 In the last 2 days I have personally received mail from a scam group and had two clients tell me about scam phone calls they have received. In today’s world you must be suspicious of...
Helpful Info – Just Walk Away
Helpful Into - Just Walk Away BY ATTORNEY SUSAN I. JEAN June 28, 2019 As an attorney, my job usually is to give advice on what should be done. But sometimes my best advice is to just walk away from a situation. I met with a potential client recently. She is very...
Helpful Info – “Tidying Up” Your Affairs
By Attorney Susan I. Jean on December 7, 2018 In this season, we often resolve to tidy up our personal affairs. As part of this process, please consider whether you have up-to-date, complete and thoughtful estate planning documents. This, as much as any other, is a...
Helpful Info – What to do With a Dementia Diagnosis
By Attorney Robert T. Brooks on December 5, 2018 Receiving a diagnosis of dementia is not only devastating for the person receiving that news, but also their family members. Many Virginia residents have misconceptions about dementia that can lead to more fear or...
Helpful Info – Online Safety Tips
By Attorney Susan I. Jean on November 30, 2018 This morning I heard of the apparent breach of the Marriott data system. Possibly over 500 million folks’ data is at risk. I don’t want this to happen to The Heritage Law Group friends and families. I’m not a computer...
Helpful Tips – Assisting Former Military Members with Long Term Care Costs
*Please read, and forward to a veteran or a veteran’s widow(ers). The rules for the Aid and Attendance benefit program have changed, and are more generous in many ways.* By Attorney Susan I. Jean November 13, 2018 (updated February 21, 2022) On this Veterans Day, we...
Helpful Info – Virginia Emergency Contact Program
By Attorney Susan I. Jean September 19, 2016 When we are working with Estate Planning clients, we will often recommend that once we have finalized their documents, that they keep a copy of their Advance Medical Directive / Durable Medical Power of...