Estate Planning for Unmarried Partners 
Estate planning for unmarried partners can be a complex process, as the legal protections that are automatically afforded to married…
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What is a living will?
A living will is a legal document that outlines an individual’s wishes for end-of-life medical care in the event that…
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What Is A Disclaimer Trust?
A Disclaimer Trust is a type of trust that allows a person to refuse to accept money or an inheritance…
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What should I do with my revocable trust if I move to another state?
If you move to a new state while you are serving as a trustee or if you are a beneficiary…
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What happens if one of my fiduciaries does not want to serve as a backup Trustee/Executor/DGPOA/HCPOA Agent?
If a named fiduciary (such as a trustee, executor, agent under a durable power of attorney or health care power…
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What is a Virginia Nomination of Guardian for Minor Children
A Nomination of Guardian for Minor Children in Virginia is a legal document that allows parents to nominate a guardian…
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What is a charitable remainder trust
A charitable remainder trust (CRT) is a type of trust that allows the creator of the trust (the grantor) to…
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What assets are exempt from medicaid lien?
Certain assets are exempt from Medicaid liens, which means that they are not subject to reimbursement when an individual applies…
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What is portability in estate planning?
In estate planning, “portability” refers to the ability to transfer a deceased spouse’s unused federal estate tax exemption to the…
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What is an Irrevocable Life Insurance Trust?
An irrevocable life insurance trust (ILIT) is a type of trust that is used to hold a life insurance policy.…
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