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Todd J. Preti
Experienced Estate, Corporate, and Tax Lawyers Serving Virginia and North Carolina.
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Posts by Todd J. Preti

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?

A Special Needs Trust (SNT) is a form of discretionary, spendthrift trust designed to preserve government benefits for a disabl…

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…
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