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Estate Planning Articles
Planning for Education Expenses
August 13, 2018 | Todd J. Preti | Estate Planning
One of the largest expenses for a family is higher education expenses for their children. Education expenses continue to g…
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Sometimes The Devil Is In The Details
August 7, 2018 | John T. Midgett | Estate Planning
Over the past 40 years I have prepared thousands of wills. Each time the wills are organized in articles and paragraphs, a…
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How to Make Money with Your Life Insurance Policy
July 16, 2018 | Todd J. Preti | Estate Planning
If you, a family member or a friend own a life insurance policy that is no longer wanted or needed then read this article …
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Tax Benefits from Charitable Contributions Without Itemizing
July 2, 2018 | John T. Midgett | Estate Planning
The number of people who itemize could fall by more than half in 2018 because of changes made by the Tax Cuts and Jobs Act…
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How Should I Plan My Out-of-State Real Estate Upon Death?
June 4, 2018 | Stephanie C. Smith | Estate Planning
In Virginia, most people’s estates are probated in the city or county in which they lived at the time of their death…
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Are Irrevocable Trusts Truly Irrevocable?
May 11, 2018 | John T. Midgett | Estate Planning
From 1987 through 2003, the federal estate tax exemption amount was between $600,000 and $1,000,000. This prompted many pe…
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Estate Planning With Addiction or Mental Health Issues
April 27, 2018 | Stephanie C. Smith | Estate Planning
Deciding what to do with your assets after you pass away can involve a series of difficult decisions. These decisions are …
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Why Everyone Needs an Estate Plan
March 26, 2018 | Alison R. Zizzo | Estate Planning
A number of surveys over the last few years report that between 55% and 70% of adults in the United States don’t have an e…
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How Often Should I Update My Will in Virginia?
March 19, 2018 | Stephanie C. Smith | Estate Planning
For individuals with substantial assets, the intricacies of estate planning become increasingly complex. The wealth you’ve…
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