Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Family Feud Threatens Four Generation Family Business
Explore the Graves family's conflict over Luray Caverns, a legacy of family business disputes. A cautionary tale of trust and succession planning challenges.

Date: 05/04/2013 Category: Probate | Probate
Daughter Experiences Estate Plan Nightmare as Executor
Being an executor can reveal the importance of estate planning. Learn key lessons from a daughter's challenging experience settling her father's estate.

Date: 05/03/2013 Category: Trust & Estate Administration
Credit Shelter Trusts – The Tried and True Tool
Credit shelter trusts are a way to take full advantage of state and federal estate tax exemptions. Although such trusts may ... Estate Planning

Date: 04/30/2013 Category: Estate Planning
Have “The Talk” with Your Children Now
Telling heirs how much they stand to inherit can be a subject fraught with emotional land mines for parents ... But waiting ... Estate Planning

Date: 04/29/2013 Category: Estate Planning
IRS Estate Audits Increase
The IRS scrutinized estate tax returns more than any category of individual tax returns in tax year 2011, at close to a 30 ... Estate Tax

Date: 04/17/2013 Category: Estate Planning
The “Permanence” of Portability
The "Permanence" of Portability It certainly is possible that a future Congress could modify today's laws or even ... Estate Planning

Date: 04/16/2013 Category: Estate Planning
IRAs Targeted in Obama Budget
President Obama's budget, just sent to Congress, proposes to cap tax-advantaged savings across all accounts at $3 million in ... Estate Planning

Date: 04/15/2013 Category: Estate Planning
When HIPAA Happens
Privacy deserves to be respected and preserved. But HIPAA [the Health Insurance Portability and Accountability Act, 1997] ... Elder Law

Date: 04/12/2013 Category: Estate Planning
The Power of a Power of Attorney
If you are elderly, or your parents are elderly and you help them with their finances, you should consider getting a Power or ... Estate Planning

Date: 04/04/2013 Category: Estate Planning
To Prenup, or Not to Prenup?
I see just as many women seeking prenuptial agreements these days as men. I suggest a prenup for those who have sizeable ... asset protection

Date: 04/03/2013 Category: Estate Planning
Artful Estate Planning Critical for Family Art Collections
f a family wants to hold on to artwork that has been collected over a lifetime, there can be a significant liquidity problem ... Liquid Assets

Date: 04/02/2013 Category: Estate Planning
The Gift that Keeps on Giving?
In the countdown to April 15, many people rushing to prepare their individual income tax returns will overlook another key ... Estate Tax

Date: 04/01/2013 Category: Estate Planning

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