Category: Estate Planning

Michael G. Montgomery to speak at NBI Seminar in Richmond, VA on The Probate Process

Posted on October 12, 2017

Educating others is at the root of our firm. We take pride in our attorneys’ continuous efforts to educate the community of various estate planning issues. Principal, Michael G. Montgomery, has been selected to present at “The Probate Process from […]

Posted in Asset Protection Planning for Long Term Care, Estate Planning, Trust & Estate Administration

Jeremy L. Pryor presents on Ethics at VA CLE seminar

Posted on September 27, 2017

The VA Continuing Legal Education (CLE) held its 26th annual Elder Law Update Seminar on September 13th. Attorney Jeremy L. Pryor presented on some of the top ethics issues related to elder law. If you missed the seminar held in […]

Posted in Attorneys in the News, Elder Law, Estate Planning Tagged , , , , |

A Revocable Living Trust: In “Real People” Terms

Posted on April 5, 2017

Article by Beth Ann R. Lawson, Esq. At a recent event, a young woman asked me to define a Revocable Living Trust (Trust) in “real people” terms rather than legal language. To do so, I used my children and my pets […]

Posted in Estate Planning

Who Should Be Your Successor Trustee?

Posted on February 24, 2017

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs. Eventually, however, someone will need to step in for you when you are no longer able to […]

Posted in Estate Planning, Legacy Fiduciary Services, PLC, Trust & Estate Administration

‘Til Death Do Us Part – Estate Planning Tips for Commitment Without Marriage

Posted on February 6, 2017

Content provided by WealthCounsel; reviewed and edited by Beth Ann R. Lawson, Esq. Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” For many Americans, such feelings are not being formalized by marriage. This growing […]

Posted in Estate Planning