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| Nathan R. Olansen |
Estate planning involves different types of documents, legal terms, and even roles to assign. As the testator (the person …
| Nathan R. Olansen |
For clients with considerable wealth, the process of appointing an executor for their estate or trustee for their trust is…
Creating a trust for a grandchild requires not only an understanding of one’s financial goals but also a deep appreciation…
| Alison R. Zizzo |
Did you know that approximately 40 percent of marriages in the U.S. include at least one partner who has been married befo…
| Nathan R. Olansen |
According to a Genworth’s 2021 Cost of Care Survey, the reported average cost of assisted living in Virginia grew to $63,0…
A trust is a valuable tool for saving your loved ones from the probate process and reducing disputes over inheritances. Un…
| Ann H. Larkin |
After the death of a spouse, the surviving spouse will inevitably receive bills from hospitals and rehabilitation faciliti…
If it sounds too good to be true, it probably is. The IRS has sounded the alarm repeatedly regarding a scam involving the …
When you are named the trustee of a trust, it comes with responsibilities you need to be prepared to take. A trustee has a…