Ask the Expert: I’m an Executor. . . Now What?

Q. My mother recently asked me to be the executor for her estate when she passes away. My sister and brother were hurt at first about it, feeling that she didn't trust them or she thinks I am more capable. Then, upon reading about … [Read more...]

Estate Planning for Childless Couples

When many people think of estate planning, they assume that a person’s heirs are his or her children. But what happens when a couple has no children? Do they need to plan too? The answer is yes. At the very least, they should … [Read more...]

Revocable Transfer on Death Deeds in Virginia — the Good, the Bad, and the Uncertainty.

Elizabeth was taking her daily exercise walk with her friend, Francine, and the topic of "What will happen to my home when I die?" came up. One of Elizabeth's friends' parents recently passed away and the family was going through … [Read more...]

Robin Williams: A Life Well-Lived and an Estate Well-Planned

Q. I read your special report on “Estate Planning Mistakes of Celebrities,” demonstrating why probate is such a nightmare and lessons that can be learned from the costly mistakes of celebrities.  I appreciate all the advice on … [Read more...]

Common Misconceptions about Revocable Trusts

Recently, CNBC posted an article on their Website about the benefits of trusts, entitled “Heir Tight: The Do’s and Don'ts of Creating Rock-Solid Trusts.” The article provides some very good information about why most people should … [Read more...]

Estate Planning for Newlyweds: “Easier than Planning the Wedding!”

Why is it so important for newlyweds to address critical estate planning matters?  In the simplest of terms: life is full of surprises and it can save you a lot of money.  When love is in the air, it is easy to overlook the … [Read more...]

Timeshare Traps and How to Avoid Them

Timeshare Traps and How to Avoid Them If you are fortunate enough to go on that well-deserved vacation this year, then there is a good chance you will find yourself listening to the all-too-familiar ‘timeshare marketing pitch.’ … [Read more...]

5 Basic Reasons to Consider a Revocable Living Trust

A revocable living trust can function as a Will, but it also offers other benefits that you should consider. If you pass away without a Will or Trust, the laws of your state will determine who receives your property, and in what … [Read more...]

5 Basic Reasons to Consider a Revocable Living Trust

A revocable living trust can function as a Will, but it also offers other benefits that you should consider. If you pass away without a Will or Trust, the laws of your state will determine who receives your property, and in what … [Read more...]