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

Estate planning involves different types of documents, legal terms, and even roles to assign. As the testator (the person …

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

Navigating Trusts and Estate Planning for Grandchildren Creating a trust for a grandchild requires not only an understandi…

Did you know that approximately 40 percent of marriages in the U.S. include at least one partner who has been married befo…

Understanding Your Financial Responsibilities as a Power of Attorney in Virginia According to a Genworth’s 2021 Cost of Ca…

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

August 29, 2023 | Ann H. Larkin | Probate

After the death of a spouse, the surviving spouse will inevitably receive bills from hospitals and rehabilitation faciliti…

If it sounds too good to be true, it probably is. The IRS has sounded the alarm repeatedly regarding a scam involving the …

When you are named the trustee of a trust, it comes with responsibilities you need to be prepared to take. A trustee has a…

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