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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What is a transfer on death deed?
A transfer on death (TOD) deed is a type of deed that allows you to transfer ownership of real estate…
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Where should I store my estate plan documents?
It is important to store your estate plan documents in a safe and accessible place. Here are a few options…
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