Blog Posts
Todd J. Preti
Experienced Estate, Corporate, and Tax Lawyers Serving Virginia and North Carolina.
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 the p…
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 elderly …
Planning for Education Expenses
One of the largest expenses for a family is higher education expenses for their children. Education expenses continue to grow f…
How to Make Money with Your Life Insurance Policy
If you, a family member or a friend own a life insurance policy that is no longer wanted or needed then read this article as it…
Creditor Protection: How Married Couples Should Own Assets?
Tenants by the Entirety (T by E) is a form of ownership taken from “Common Law” (i.e., the law based on the legal traditions of…
Executive Compensation Plans For Employees Explained
Many business owners struggle with the dilemma of how to retain their key employees without deluding their stock ownership in t…
Beneficiary Designation for Federal Group Life Insurance
It is always important to make sure the beneficiary designation for Life Insurance, Annuities and Retirement Accounts are curre…