Posts Tagged ‘ Estate Planning and Probate ’

The New Virginia Title 64.2: A Whole Greater than the Sum of 5 Parts

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In recent years, one’s estate planning considerations are touching upon an increasing range of issues.  In Virginia, a thorough estate plan must include consideration of the laws relating not only to wills and trusts, but also to fiduciaries, guardianship of minors, adult guardianships and conservatorships. The fact that these topics are presently covered in no…

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Why Should Estate Planning Be A Priority For Me?

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Excuse me; may I interrupt your self-imposed blog posting hiatus? Sure, what’s up? You once said that every adult needs an estate plan.  Isn’t that a bunch of hooey?  I mean, if you go to a financial planner, you hear “everyone needs a financial plan.”  If you go to an insurance salesman, you hear that…

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Estate Planning and Optometry Are Quite Different … Or Are They?

The author's actual glasses in disrepair.  Enhanced image by  Krysteena Marie Photography.

The very glasses that provided “insight”.  Enhanced image by Krysteena Marie Photography. So over the weekend, my glasses broke.  As displayed in the accompanying picture, the top half of the frames are made of metal while each lens is held in by a small elastic band. The glasses lost a battle with my knee and…

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20 Annoying Things About Being an Estate Planning Attorney

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No, for the most part, we don’t starve.  These may also have a “First World Problems” vibe as well.  But as you read the following list, maybe, just maybe, you’ll laugh and perhaps shed a tear too: 1.  The Binding Struggle Pictured to the right.  Choices include 3-ring binders, staples, wire, coil, comb-binding, velo-binding, spiral…

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Estate Planning Law as a Career: 5 Barriers to Success

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On occasion, I receive an email or a phone call from a new attorney asking me about estate planning as a career.  I think it is a wonderful focus for a practice – you can really make a positive impact on a family, you are helping others face issues they otherwise would avoid, and your…

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1600 Words About a 100-Word Addition to Virginia Trust Law (Part I)

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In the closing weeks of March, Virginia Governor Bob McDonnell signed a bill into law that expands individuals’ protections against creditors.  The law adds wording to VA Code § 55-545.05 that clarifies:  1) the effects of annual gifting into an irrevocable trust and 2) the protections given by an “inter-vivos marital deduction trust”.  As a…

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