Publications: Estate Planning Articles

Estate Planning Articles

Estate Planning Reminders
We want to thank you for allowing us to represent you in your estate planning. We appreciate your confidence and hope that you will call us in the future to provide you with other necessary legal services.

Since good estate planning is a continuous process, we would like to remind you about the following matters… MORE »

The Virginia Uniform Power of Attorney Act
The laws related to Durable Powers of Attorney (“DPA”) have largely evolved from the common law of agency and are steadily moving toward a statutory framework. The statutory law is moving from relatively short statutes amending the common law of agency to a comprehensive statutory framework supplemented by the common law. MORE »

What Blended Families Should Know About Estate Planning
Blended families can face complex estate-planning challenges. Issues can arise between spouses or between children and their spouses. Typically, individuals in blended families want to provide for the spouse as well as the children from the previous marriage. In some cases, they also want to provide for the children from their spouse’s previous marriage. MORE »

What it Means to be a Trustee – A Guide for Clients
This is a guide for clients on the duties and responsibilities of a trustee. It should be of great benefit to clients in deciding whether to act as a trustee and to Fellows in advising clients on what it means to be a trustee. It was prepared by the Fiduciary Matters Subcommittee of the ACTEC Practice Committee. MORE »

Providing for Your Grandchildren
What Concerns Might Grandparents Have Pertaining to Their Grandchildren? The relationship between a grandparent and grandchild is a special one. Whether it is due to the difference in age or the fact that grandparents already have raised their own children, grandparents tend to view their grandchildren from a unique perspective. There are a number of tools available to help grandparents address their concerns. The tools often can be used in combination to enable grandparents to achieve a variety of goals. MORE »

Providing for Your Pets
Many people want to include their pets in estate plans to ensure they will always be secure and receive quality care. While this type of planning is common, it can be fraught with emotion. After all, while you know your pets’ likes and dislikes, finicky eating habits and medical history, it’s difficult to imagine someone else paying such close attention to these details. It’s important to find someone you trust to serve as caregiver. MORE »

Planning for Your Business
The first step in starting any business is considering a proper choice of business entity. Each has advantages and disadvantages. As with each option there are advantages and disadvantages. The type of entity will vary in each circumstance and an attorney should assist in choosing the business type. MORE »

The Benefits of Bloodline Trusts
Often, our children choose wonderful, trustworthy spouses with whom we get along very well. But occasionally, they choose partners who cannot be trusted, leaving us concerned for the emotional and financial well being of our children and grandchildren. MORE »

Charitable Giving
There are many different ways to make charitable donations. The variety of options makes it easier to find a means of giving that best fits your personal goals and financial situation. The purpose of this article is to inform you of the different giving possibilities that are available to a donor who wishes to give to a public charity as defined by the IRS. MORE »

What You Should Know About Planned Giving
Planned giving is a form of charitable giving in which gifts come from accumulated resources, such as real estate or marketable securities, rather than from current income. Planned giving techniques can help individuals who want to make generous gifts to worthy causes, but who must balance philanthropic intentions with the need for current income and the desire to pass on assets to loved ones. MORE »

Vacation Area Homes – Tax and Management Issues
Passing on a vacation home to children and grandchildren can raise complex issues regarding taxes, maintenance costs and property management. An attorney experienced in estate planning and elder law can help you consider such issues. MORE »

Estate Planning For Parents Of Children With Special Needs
For parents of a child with special needs, the use of a special needs trust is the most effective way to help that child. A special needs trust is developed to manage resources for the benefit of the special needs child while maintaining the child’s eligibility for public assistance benefits. MORE »

Estate Planning Glossary

Estate Planning Basics
Estate planning is the process by which a person plans for the management of his or her assets, affairs and healthcare if he or she becomes disabled or dies. Prior planning produces positive results upon a disability or death. Failing to plan is planning to incur unnecessary problems, delay, taxes and expense. MORE »

Durable Powers Of Attorneys – Not Just Forms
Durable Powers Of Attorney are an alternative to conservatorship for the management of the affairs of an incapacitated person. Since DPAs are less expensive and time consuming than a conservatorship, they are very commonly used. Practically every estate plan that we prepare includes a DPA. MORE »

General Durable Powers Of Attorney
While estate planning is common, planning for disability is not. Death is a certainty. However, few people realize just how likely a period of prolonged disability is, or the magnitude of the problems that disability causes. MORE »

Advance Medical Directives
If you become incapacitated, it is important that someone has the legal authority to communicate your wishes concerning medical treatment. This is true especially if you were to disagree with family members or they were to disagree among themselves about your treatment. MORE »

Planning for Parents of Children with Special Needs
Parents must plan their estates carefully when they wish to provide for a special needs child. The plan may greatly affect the quality of the child’s life. Many people believe that they have so few assets that an estate plan is not necessary. This is an error. We often have many more assets than we realize. MORE »

Estate Planning Questionnaire-single

Estate Planning Questionnaire-married

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