- Sep 13, 2021
Heirs Not Liable for Decedent’s Debts
There is a pervasive – but incorrect – belief that a person’s heirs are responsible for the person’s debts when they pass away, if their...
- Jul 3, 2021
Widowed Clients
It is an unfortunate reality of estate planning that a substantial number of clients have been widowed, some recently so. Widowed clients...
- Jun 4, 2021
International Wills Act
In the process of making an estate plan, those with international concerns may wish to look into the Uniform International Wills Act...
- May 7, 2021
Virginia POST Forms (Physician Orders for Scope of Treatment)
Relatively new to the lifetime planning scene is the POLST form, a type of portable medical order that works together with a person’s...
- Apr 3, 2021
Digital Assets Also Need a Plan
Have you noticed the “Legacy Contact” section of your Facebook account? Of your Instagram account? LinkedIn’s profile removal option? It...
- Mar 6, 2021
All Taxpayers Can Now Use Identity Protection PINs
New this tax season, the Internal Revenue Service has expanded the Identity Protection PIN Opt-In Program to all taxpayers who can verify...