Category: Trust & Estate Administration

We Avoided Probate. Great! Now What?

Written By Kenneth Dodl
Posted on September 2, 2019

Some thoughts on trust administration. Many of us have a pretty good idea of what is involved in a probate case when a loved one passes away because we have experienced it or because we know someone who has.  We Read More…

Posted in Estate Planning, Retirement Planning Trusts, Trust & Estate Administration

How to Avoid a Disastrous Will or Trust Contest

Written By Beth Ann Lawson
Posted on July 31, 2019

Content  provided by Wealthcounsel and edited by  Beth Ann R. Lawson, Esq. A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that Read More…

Posted in Estate Planning, Retirement Planning Trusts, Trust & Estate Administration

Role of a Successor Trustee under a Revocable Living Trust

Written By Carmen Sheppard
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 Read More…

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

Written By Carmen Sheppard
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 Read More…

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

Who Should Be Your Successor Trustee?

Written By Lisa Crowley
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 Read More…

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