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Estate Planning Articles

Domestic Partners Estate Planning in Virginia

May 3, 2023 | Nathan R. Olansen | Estate Planning

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

April 4, 2023 | Alison R. Zizzo | Estate Planning

A power of attorney (POA) is a document used in estate planning that gives someone agent’s authority to make decisions for…

Crypto Assets Estate Planning in Virginia

March 15, 2023 | Nathan R. Olansen | Estate Planning

Cryptocurrency has existed in various forms since the 1980s, but it only became widely popular about a decade ago. Now, th…

How Estate Planning Works

November 3, 2021 | John T. Midgett | Estate Planning

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

November 3, 2021 | John T. Midgett | Estate Planning

This article is directed to two different groups of people: (1) those who have heard about a limited liability company (LL…

The Irrevocable Life Insurance Trust

November 3, 2021 | John T. Midgett | Estate Planning

Most clients are shocked to learn that the death proceeds of their life insurance are subject to federal estate taxation. …

Setting Every Community Up for Retirement Enhancement Act

February 12, 2020 | John T. Midgett | Asset Protection, Estate Planning

Key provisions affecting individuals: Repeal of the maximum age for traditional IRA contributions. Before 2020, traditiona…

Avoid Strife When Estate Planning for Blended Families

September 5, 2018 | Payton D. Cromwell | Estate Planning

For most married couples with no children from prior relationships, estate planning is a relatively uncomplicated process….

Aretha Franklin’s Death Raises Issue of Dying Without a Will

August 27, 2018 | Stephanie C. Smith | Estate Planning

The world noted Aretha Franklin’s recent passing with sadness as well as fond memories of her amazing talent and career. T…

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