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CTA Enforcement Temporarily Halted: Federal Court Issues Nationwide Injunction – December 2024 Update

| Nathan R. Olansen |
On December 3, 2024, a United States District Court for the Eastern District of Texas issued a nationwide, preliminary inj…
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What is the Difference Between Trustee, Executor, and Power of Attorney?

| Nathan R. Olansen |
Estate planning involves different types of documents, legal terms, and even roles to assign. As the testator (the person …
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Reasons Why You Should Hire a Professional Executor

| Nathan R. Olansen |
For clients with considerable wealth, the process of appointing an executor for their estate or trustee for their trust is…
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Why Set Up a Trust for Your Grandchildren?

| Alison R. Zizzo |
Navigating Trusts and Estate Planning for Grandchildren Creating a trust for a grandchild requires not only an understandi…
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Understanding The Benefits of a Bloodline Trust

| 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…
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Are Powers of Attorney Responsible for Medical Bills?

| Nathan R. Olansen |
Understanding Your Financial Responsibilities as a Power of Attorney in Virginia According to a Genworth’s 2021 Cost of Ca…
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Top Reasons for Disputing a Trust in Virginia

| Nathan R. Olansen | ,
A trust is a valuable tool for saving your loved ones from the probate process and reducing disputes over inheritances. Un…
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Are You Responsible for Your Deceased Spouse’s Medical Bills?

| Ann H. Larkin |
After the death of a spouse, the surviving spouse will inevitably receive bills from hospitals and rehabilitation faciliti…
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Know the Signs of an Employee Retention Credit Scam

| Nathan R. Olansen |
If it sounds too good to be true, it probably is. The IRS has sounded the alarm repeatedly regarding a scam involving the …
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Can a Trustee Sue a Beneficiary?

| Nathan R. Olansen |
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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Understanding Intestate Succession and What It is

| Alison R. Zizzo | ,
According to a survey by WealthCounsel, more than one-third of Americans have experienced or witnessed family conflict due…
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What is the Difference Between Intestate and Testate?

| Stephanie C. Smith |
Importance of a Last Will and Testament A last will and testament allows you to direct what happens to your assets after y…
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