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When someone passes, their financial obligations don’t stop overnight. Bills still arrive, tax deadlines remain and someone must take charge of handling them. Usually, that person is you, managing the estate until everything is settled. Here’s what you need to know...
Families come in many forms, and blended families are becoming increasingly common. Couples with children from previous relationships are creating new, loving and dynamic households. But blended families face unique challenges when planning for the future. Without a...
When someone dies, you face emotional loss and legal responsibilities. In Virginia, you must gather specific documents and complete certain steps to settle the estate, protect assets and prevent identity theft. Essential documents checklist You’ll need several key...
People who are going through the estate planning process in Virginia have many things to consider. One of these is where assets will go after the creator dies. This isn’t something that’s easy to determine, but it’s critical to ensure that it’s handled properly. If...
All adults should ensure they have an estate plan in place so their loved ones know how to handle their final affairs. Creating the estate plan can be a challenging undertaking, but it’s not something that can be done once and forgotten. The estate plan isn’t going to...
Trusts can own valuable assets and control the distribution of those resources for years or even decades. A trustee has the authority to manage those assets and respond to distribution requests. Therefore, choosing an appropriate trustee is of the utmost importance....
Passing on a valuable collection—whether it’s art, jewelry, classic cars, coins, wine or sports memorabilia—requires careful planning. Failing to plan properly can lead to disputes, tax issues and/or loss of value over time. A well-structured estate plan can help to...
When a child passes away, questions about what is meant to happen to their property can be both heartbreaking and complex. In Virginia, the answer to this question depends on several factors, including whether the child was a minor or an adult child of a living...
With a power of attorney, you are choosing someone who has the legal authority to act on your behalf. This person is known as your agent. The power of attorney may say that they get to make your medical decisions, for instance, or your financial decisions. As such,...
If you use an incentive trust in your estate plan, it is a unique way to pass money to a beneficiary. You are essentially able to give them different incentives or goals. This way, you can influence their behavior by determining when they should get access to their...