Category: Trust & Estate Administration

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

3 Celebrity Probate Disasters and Tragic Lessons

Posted on January 5, 2017

Content provided by WealthCounsel; reviewed and edited by Beth Ann R. Lawson, Esq. Most of us would assume that individuals of extreme wealth would take steps to protect their estates and the people they love. Yet some of the world’s […]

Posted in Estate Planning, Trust & Estate Administration

Love your family? Leave a will.

Posted on July 8, 2015

The title to this article may be a bit harsh, but the content is important.  For 35 years I have been helping individuals and couples with estate planning.  It is important to do.  Yes, it costs money to do the […]

Posted in Elder Law, Estate Planning, Guardianships & Conservatorships, Trust & Estate Administration

A Trust May Now Be Needed to Protect Inherited IRA

Posted on October 10, 2014

M. Eldridge Blanton, III and Kenneth A. Dodl were quoted in the August 15, 2014 issue of Virginia Lawyers Weekly about the June 2014 Supreme Court decision, Clark v. Rameker, Trustee, et al.    Read the full article here.

Posted in Attorneys in the News, Estate Planning, Retirement Planning Trusts, Trust & Estate Administration

Eight Estate Planning Things to Do Before You Travel

Posted on October 10, 2014

Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next […]

Posted in Estate Planning, Trust & Estate Administration