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How Should I Plan My Out-of-State Real Estate Upon Death?
In Virginia, most people’s estates are probated in the city or county in which they lived at the time of their death. For …
CTA Enforcement Temporarily Halted: Federal Court Issues Nationwide Injunction – December 2024 Update
On December 3, 2024, a United States District Court for the Eastern District of Texas issued a nationwide, preliminary inj…
What is the Difference Between Trustee, Executor, and Power of Attorney?
Estate planning involves different types of documents, legal terms, and even roles to assign. As the testator (the person …
Reasons Why You Should Hire a Professional Executor
For clients with considerable wealth, the process of appointing an executor for their estate or trustee for their trust is…
Why Set Up a Trust for Your Grandchildren?
Navigating Trusts and Estate Planning for Grandchildren
Creating a trust for a grandchild requires not only an understandi…
Understanding The Benefits of a Bloodline Trust
Did you know that approximately 40 percent of marriages in the U.S. include at least one partner who has been married befo…
Are Powers of Attorney Responsible for Medical Bills?
Understanding Your Financial Responsibilities as a Power of Attorney in Virginia
According to a Genworth’s 2021 Cost of Ca…
Top Reasons for Disputing a Trust in Virginia
A trust is a valuable tool for saving your loved ones from the probate process and reducing disputes over inheritances. Un…
Are You Responsible for Your Deceased Spouse’s Medical Bills?
| Ann H. Larkin | Probate
After the death of a spouse, the surviving spouse will inevitably receive bills from hospitals and rehabilitation faciliti…
Know the Signs of an Employee Retention Credit Scam
If it sounds too good to be true, it probably is. The IRS has sounded the alarm repeatedly regarding a scam involving the …
Can a Trustee Sue a Beneficiary?
When you are named the trustee of a trust, it comes with responsibilities you need to be prepared to take. A trustee has a…
Understanding Intestate Succession and What It is
According to a survey by WealthCounsel, more than one-third of Americans have experienced or witnessed family conflict due…
What is the Difference Between Intestate and Testate?
Importance of a Last Will and Testament
A last will and testament allows you to direct what happens to your assets after y…
Can a Beneficiary Have Money Withheld by a Trustee?
Are you a beneficiary of a trust? If so, you may spend a significant amount of time waiting as someone else takes care of …
How Long Do Creditors Have to Make a Claim Against an Estate
| Ann H. Larkin | Probate
Many people assume that creditors have one year from the date of death to make a claim against an estate. However, in Virg…
Guide to the Probate Process and How It Works
Probate, the official process of authorizing a will, can take several months to a couple of years. If you have a large est…
Transferring a Property With a Mortgage Into a Trust
Most of the population who own homes are not yet “free and clear.” If you own one or multiple homes, when doing your estat…
Domestic Partners Estate Planning in Virginia
If you and your significant other are unmarried but live together, it is essential to know that you are not receiving the …
Power of Attorney Fiduciary Duties
A power of attorney (POA) is a document used in estate planning that gives someone agent’s authority to make decisions for…
How an Asset Protection Trust Protects Your Assets
No matter how much money, real estate, and other assets you own, one of your goals will always be to protect those assets …
Crypto Assets Estate Planning in Virginia
Cryptocurrency has existed in various forms since the 1980s, but it only became widely popular about a decade ago. Now, th…
How To Fund Revocable Trusts At Death And Avoid Probate
How property is titled determines in large part the manner in which that property will be transferred upon the owner’s dea…
How Estate Planning Works
Life Insurance, Annuities & Trusts
For most families, life insurance is an important tool in an estate plan. Its uses …
What You Should Know About Limited Liability Companies
Who can benefit most from an LLC?
Generally speaking, everyone who is engaged in business or in a professional practice as…
The Irrevocable Life Insurance Trust
Most clients are shocked to learn that the death proceeds of their life insurance are subject to federal estate taxation. …
Labor Department Withdraws Independent Contractor Rule
| Nathan R. Olansen | Tax
The United States Department of Labor (the Department) has announced a final rule withdrawing the “Independent Contractor …
Special Needs Trust: What Are They and How Do They Work?
Purpose of Special Needs Trusts
The SNT is an extremely useful planning tool for parents with a disabled child and the eld…
New Law Relaxing PPP Loan Forgiveness Rules
On June 5, 2020, the President signed into law the Paycheck Protection Program Flexibility Act of 2020 which makes additio…
House Passes Bill Relaxing PPP Loan Forgiveness Requirements
Last night the House of Representatives passed H.R. 7010 (Paycheck Protection Program Flexibility Act of 2020) by a vote o…
Treasury Issues the PPP Loan Forgiveness Application
| Nathan R. Olansen | Tax
Hot off the press, Treasury has issued the PPP Loan Forgiveness Application (SBA Form 3508). The 11-page application (we k…
Coronavirus Updates
We hope you and your families are remaining healthy and safe during the COVID-19 pandemic. Rest assured, we remain open an…
Dealing with Social Security during a Disability
People who have executed a durable general power of attorney think that “anything I can do, my agent can do as well”. Whil…
COVID-19; Have a Hospital Bag Ready To Go
If you must go to the emergency room and are admitted to the hospital forcoronavirus, you will be in isolation. You cannot…
Individual Tax Relief Provided by the CARES Act
| Nathan R. Olansen | Tax
You may be wondering about some of the recent tax changes meant to help everyone coping with the Coronavirus fallout. We …
FMLA and Emergency Paid Sick Leave Changes on April 2nd
Changes to the FMLA and Emergency Paid Sick Leave Become Effective April – is Your Business Prepared?
We hope that you and…
Setting Every Community Up for Retirement Enhancement Act
Key provisions affecting individuals:
Repeal of the maximum age for traditional IRA contributions.
Before 2020, traditiona…