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Termination and Modification of Irrevocable Trusts
An irrevocable trust is one that by definition and design cannot be amended, modified, changed or revoked. Trusts can be m…
Doing Business Under a Fictitious Name
For many different reasons, individuals and business entities can find it beneficial to conduct business under a name othe…
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 …
Tax Benefits from Charitable Contributions Without Itemizing
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…
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…
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