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In Virginia, most people’s estates are probated in the city or county in which they lived at the time of their death. For …
| Nathan R. Olansen |
On December 3, 2024, a United States District Court for the Eastern District of Texas issued a nationwide, preliminary inj…
| Nathan R. Olansen |
Estate planning involves different types of documents, legal terms, and even roles to assign. As the testator (the person …
| Nathan R. Olansen |
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…
| Alison R. Zizzo |
Did you know that approximately 40 percent of marriages in the U.S. include at least one partner who has been married befo…
| Nathan R. Olansen |
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…
| Ann H. Larkin |
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…
According to a survey by WealthCounsel, more than one-third of Americans have experienced or witnessed family conflict due…
Importance of a Last Will and Testament A last will and testament allows you to direct what happens to your assets after y…
Are you a beneficiary of a trust? If so, you may spend a significant amount of time waiting as someone else takes care of …
| Ann H. Larkin |
Many people assume that creditors have one year from the date of death to make a claim against an estate. However, in Virg…
| Nathan R. Olansen |
Probate, the official process of authorizing a will, can take several months to a couple of years. If you have a large est…
Most of the population who own homes are not yet “free and clear.” If you own one or multiple homes, when doing your estat…
If you and your significant other are unmarried but live together, it is essential to know that you are not receiving the …
A power of attorney (POA) is a document used in estate planning that gives someone agent’s authority to make decisions for…
No matter how much money, real estate, and other assets you own, one of your goals will always be to protect those assets …
Cryptocurrency has existed in various forms since the 1980s, but it only became widely popular about a decade ago. Now, th…
| John T. Midgett |
How property is titled determines in large part the manner in which that property will be transferred upon the owner’s dea…
| John T. Midgett |
Life Insurance, Annuities & Trusts For most families, life insurance is an important tool in an estate plan. Its uses …
| John T. Midgett |
Who can benefit most from an LLC? Generally speaking, everyone who is engaged in business or in a professional practice as…
| John T. Midgett |
Most clients are shocked to learn that the death proceeds of their life insurance are subject to federal estate taxation. …
| Nathan R. Olansen |
The United States Department of Labor (the Department) has announced a final rule withdrawing the “Independent Contractor …
Purpose of Special Needs Trusts The SNT is an extremely useful planning tool for parents with a disabled child and the eld…
| Nathan R. Olansen |
On June 5, 2020, the President signed into law the Paycheck Protection Program Flexibility Act of 2020 which makes additio…
| Nathan R. Olansen |
Last night the House of Representatives passed H.R. 7010 (Paycheck Protection Program Flexibility Act of 2020) by a vote o…
| Nathan R. Olansen |
Hot off the press, Treasury has issued the PPP Loan Forgiveness Application (SBA Form 3508). The 11-page application (we k…
We hope you and your families are remaining healthy and safe during the COVID-19 pandemic. Rest assured, we remain open an…
| John T. Midgett |
People who have executed a durable general power of attorney think that “anything I can do, my agent can do as well”. Whil…
If you must go to the emergency room and are admitted to the hospital forcoronavirus, you will be in isolation. You cannot…
| Nathan R. Olansen |
You may be wondering about some of the recent tax changes meant to help everyone coping with the Coronavirus fallout.  We …
| Nathan R. Olansen |
Changes to the FMLA and Emergency Paid Sick Leave Become Effective April – is Your Business Prepared? We hope that you and…
Key provisions affecting individuals: Repeal of the maximum age for traditional IRA contributions. Before 2020, traditiona…