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If You Die Without a Will What Happens to Your Assets?
Over the years, many clients, neighbors, friends, and family members have asked me what would happen to their assets if th…
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 traditio…
How Should I Plan My Out-of-State Real Estate Upon Death?
In Virginia, most people’s estates are probated in the city or county in which they lived at the time of their death…
Transferring a Guardianship to Another State
If you’ve been appointed as a guardian or conservator for an incapacitated adult, you’ve petitioned the court and obtained…
Make Sure to Check the E-File Status of Your Tax Return
This is the unfortunate case of John Spottiswood and Nancy Miyasaki, a married couple seeking an abatement and refund of p…
Are Irrevocable Trusts Truly Irrevocable?
From 1987 through 2003, the federal estate tax exemption amount was between $600,000 and $1,000,000. This prompted many pe…
Must Retirement Accounts Be Used to Pay Debts After Death?
When a person dies owning a 401(k) or an IRA, must these accounts be used to pay the decedent’s debts, or are they exempt …
Estate Planning With Addiction or Mental Health Issues
Deciding what to do with your assets after you pass away can involve a series of difficult decisions. These decisions are …
Termination or Modification of a Guardianship in Virginia
As discussed in previous posts, for the purposes of guardianship and conservatorship, an “incapacitated person” means an a…
