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Planning for Peace of Mind Before the Holidays
The Best Gift Isn’t Under the Tree As November settles across Powhatan, we notice familiar signs of the season. Local shops begin...
Why Estate Planning Matters Now
October is National Estate Planning Awareness Month: Are You Prepared? As the weather cools and autumn settles in, October brings...
Signs of Lacking Testamentary Capacity & Legal Safeguards
Drafting a will sounds simple, yet capacity challenges can upend even the best‐laid plans. Families often learn after a...
Do Executors Need a Surety Bond? What Courts Expect
Confusion about surety bonds often hits a newly named executor at the worst possible time. Many people walk into...
Why Add a Spendthrift Clause? Shielding Heirs from Creditors
Are your heirs prepared to keep creditors at bay when their inheritance arrives? Without the right language in a...
The New Rules for Trusts as IRA Beneficiaries: A SECURE Act 2 Deep Dive
Inherited IRAs used to feel simple, then the SECURE Act and SECURE Act 2.0 changed the ground rules. If...
Virginia Elective Share: Protecting Your Rights as a Surviving Spouse
Grief often collides with bills, paperwork, and questions about what you are entitled to receive. If your spouse’s will...
How Long to File a Claim Against an Estate?
Clock watching is never fun, yet it becomes vital when someone passes away and bills remain unpaid. In Virginia,...
Inventorying an Estate: Common Mistakes & How to Avoid Them
Sorting through a loved one’s property feels heavy, and the paperwork can pile up fast. In that whirlwind, creating...