Reviews & Ratings
Estates and Gift Tax Exemptions are increased for 2023
- posted: Feb. 07, 2023
Estates and Gift Tax Exemptions are increased for 2023 The Internal Revenue Service (IRS) has released the revised changes to certain parts of the IRS code via Rev. Proc. 2022-38, specifically Read More
What is a Special Needs Trust?
- posted: Jan. 05, 2023
What is a Special Needs Trust? Sometimes people come to my office with unique circumstances that require special attention in how to handle their wealth. Â They are not actually trying to Read More
Will the Roth IRA be subject to estate taxes in the future?
- posted: Aug. 09, 2021
Will the Roth IRA be subject to estate taxes in the future? In our last blog entry we discussed some of the ways that the tax regulations are likely changing in Read More
How to avoid estate planning pitfalls with the new Biden policy changes
- posted: Jun. 16, 2021
How to avoid estate planning pitfalls with the new Biden policy changes There has been considerable discussion of President Biden’s policy changes, the debate ranges from student loan debt forgiveness to Read More
THE ADVANTAGES AND DISADVANTAGES OF APPOINTING CO-EXECUTORS
- posted: Apr. 19, 2021
THE ADVANTAGES AND DISADVANTAGES OF APPOINTING CO-EXECUTORS Many times, in discussions about a Last Will and Testament, the question arises as to who to appoint as Executor, and if there can Read More
What is a Spendthrift provision in a Trust?
- posted: Mar. 10, 2021
What is a Spendthrift provision in a Trust? Oftentimes I have clients come to me with the following scenario for estate planning: they love their child dearly and want the best Read More
ROLE AND RESPONSIBILITIES OF A TRUSTEE IN VIRGINIA
- posted: Feb. 01, 2021
- Firm News
ROLE AND RESPONSIBILITIES OF A TRUSTEE IN VIRGINIA Our last blog entry focused on the role of an Executor, and the duties and processes under Virginia law. Â This blog post focuses Read More
Role of the Executor in Virginia
- posted: Jan. 18, 2021
ROLE OF THE EXECUTOR IN VIRGINIA An Executor has been described as: “A person appointed by a testator to carry out the directions and requests in his will, and to dispose Read More
Can you Convey the Title to your House to your Revocable Trust?
- posted: Oct. 05, 2020
Can you Convey the Title to your House to your Revocable Trust? Â Â Â Â Â Â People usually setup a Revocable Trust to protect their assets; either for the Read More
What is an Irrevocable Trust?
- posted: Sep. 27, 2020
What is an Irrevocable Trust? Â Â Â Â Â Â What is an Irrevocable Trust in Virginia? Â An Irrevocable Trust is a type of Trust that, when created, cannot be Read More
Is a Last Will and Testament or Living Trust best for you?
- posted: Sep. 20, 2020
- Firm News
Is a Last Will and Testament or Living Trust best for you? You typically want what is best for your family after your death. Â This desire includes making everything pass smoothly Read More
What is a Revocable Trust in Virginia?
- posted: Jun. 24, 2020
- Firm News
What is a Revocable Trust in Virginia? Â Â Â Â Â A Revocable Trust, sometimes called a Living Trust, is a document where you as the Grantor create a Trust Read More
What is Probate?
- posted: Jun. 02, 2020
- Firm News
      What is Probate in Virginia?  There is the complex legal definition and then there is the more standard definition.  Black’s Law Dictionary defines Probate Read More
Four Legal Documents Everyone Needs During a Health Crisis
- posted: Apr. 09, 2020
- Firm News
Four Legal Documents Everyone Needs During a Health Crisis       Most people are interested in how to setup an estate plan to ensure that their loved Read More
Welcome To Our Blog
- posted: Jan. 10, 2020
- Firm News
We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly provide posts highlighting legal issues of local, state and national Read More