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Estate Planning Articles

What is the Difference Between Trustee, Executor, and Power of Attorney?

January 10, 2024 | Nathan R. Olansen | Estate Planning

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

December 21, 2023 | Nathan R. Olansen | Estate Planning

For clients with considerable wealth, the process of appointing an executor for their estate or trustee for their trust is…

Understanding The Benefits of a Bloodline Trust

November 10, 2023 | Alison R. Zizzo | Estate Planning

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?

September 22, 2023 | Nathan R. Olansen | Estate Planning

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

September 1, 2023 | Nathan R. Olansen | Estate Planning, Trust Administration

A trust is a valuable tool for saving your loved ones from the probate process and reducing disputes over inheritances. Un…

Understanding Intestate Succession and What It is

July 28, 2023 | Alison R. Zizzo | Estate Planning

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?

July 7, 2023 | Stephanie C. Smith | Estate Planning

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?

July 7, 2023 | Todd J. Preti | Estate Planning

Are you a beneficiary of a trust? If so, you may spend a significant amount of time waiting as someone else takes care of …

Transferring a Property With a Mortgage Into a Trust

May 8, 2023 | Nathan R. Olansen | Estate Planning

Most of the population who own homes are not yet “free and clear.” If you own one or multiple homes, when doing your estat…

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