Category: Trust & Estate Administration

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

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

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