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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Same-Sex Marriage Bill in Senate Gets Delayed Until After Midterm Elections
A Senate vote on legislation to ensure federal recognition of same-sex marriage is being delayed until after November’s midterm elections…
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How The 2020 Election Could Affect You & Your Estate Plan
The upcoming presidential election could be transformative for you, your finances, and your estate plan, as a large portion of…
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Special Needs Trusts in DC, Maryland, and Virginia
A special needs trust is a crucial tool for people with disabilities for two main reasons. First, the benefit of…
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How to Select a Guardian For Your Minor Child
If you have minor children, perhaps the most important component of your estate plan has nothing to do with your…
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What Is A Virginia Last Will?
A Virginia last will and testament is a testamentary document that provides a set of instructions, to both your family…
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What Things Can A Virginia Financial Power of Attorney Do?
With a well written Virginia financial power of attorney, your financial agent is typically authorized to manage your financial affairs,…
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