Category: Estate Planning

Have you named a guardian for your children?

Posted on September 13, 2018

Content provided by WealthCounsel. Modified and edited by James W. Garrett. As a parent, you spend time every day making sure your children are provided with life’s necessities – things like good nutrition, clothing, education, physical activity and shelter. In […]

Posted in Estate Planning

Lessons from Celebrity Estate Planning Mistakes

Posted on August 30, 2018

Article Written by Rhiannon M. Hartman, Esq. Hardly a day goes by without the news of another celebrity passing away – Aretha Franklin, Kate Spade and Anthony Bourdain most recently and notably.  Upon each famous death, there is often an […]

Posted in Estate Planning

Role of a Successor Trustee under a Revocable Living Trust

Posted on August 28, 2018

Article Written by Michael G. Montgomery, Esq. During our Firm’s initial planning conference with clients, this question is often asked: “What is the role of my Successor Trustee upon my disability or death?”  This excellent question is typically answered either […]

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

Irrevocable Life Insurance Trust

Posted on July 10, 2018

Article written by Jonathan B. Osler, Esq. In the dark times of low estate tax exemptions, resourceful estate planners devised a number of clever methods to reduce or eliminate the estate tax exposure of their clients.  One such method, the […]

Posted in Estate Planning

The Virginia Business Trust

Posted on June 19, 2018

Article written by Bennie A. Wall, Esq. The Virginia business trust is the newest choice of business entity available in Virginia. This article will explore this specific business entity and outline some of its major perks over the ever familiar […]

Posted in Business Succession Planning, Estate Planning