Can a Beneficiary Be a Witness to a Will in Virginia? Explained
Family heirlooms, retirement accounts, and even the house you grew up in can pass exactly where you wish, yet only if your will meets Virginia’s technical rules. One of those rules involves having witnesses present when you sign. Choosing the wrong people can spark conflict later, while the right choice
Can a Trustee Be Removed Without Consent?
You set up a trust so property will be managed with care, yet something feels off about the person in charge. Trustees hold wide-ranging authority, and for the most part, they perform their duties effectively. Still, Virginia law recognizes that mistakes, conflicts, or even misconduct can happen. At Commonwealth Life and
Trust Protector Role: Powers, Duties, and Best Practices
Family trusts are built to last, yet life, tax statutes, and family dynamics rarely remain static. That moving target has made the “trust protector” an increasingly popular safety valve for Virginia residents who want both stability and flexibility. At Commonwealth Life and Legacy Counsel, we focus on long-range planning tools, including
Challenging a Will? Find Out How Estate Litigation Can Help
When a loved one passes away, their will should reflect their true wishes. But what if something doesn’t seem right? Maybe there are concerns about undue pressure, or perhaps a family member was unfairly excluded. In Virginia, certain people have the right to step in—but strict rules and deadlines apply. At
Essential Questions to Ask Your Attorney Before Creating a Trust
Wondering if a trust fits your plans for passing property and protecting loved ones? A trust is a legal arrangement that places assets under the care of a trustee, with directions for how and when those assets move to chosen beneficiaries. It can streamline transfers, protect privacy, and, in some
Family Member Left Out of a Will: What Are Your Legal Options?
Being left out of a loved one’s will can come as a shock, especially during an already emotional time. If you were expecting to be included and weren’t, it’s natural to feel hurt, confused, or even suspicious. At Commonwealth Life and Legacy Counsel, we help families across Central Virginia—including Powhatan, Charlottesville,
If a Property Is in a Trust, Can It Be Sold?
Placing real estate in a trust is a common estate planning move, but what happens if you want to sell that property later? Many people worry that once a home or land is in a trust, selling it becomes complicated or even impossible. At Commonwealth Life and Legacy Counsel, we regularly
Transferring Assets to a Living Trust: A Smooth Process
Creating a living trust is a smart step, but it’s only effective if properly funded. Many people overlook the crucial process of transferring assets into the trust, which can lead to unnecessary delays or probate down the line. At Commonwealth Life and Legacy Counsel, we help individuals and families across Central
What is a Special Needs Trust? Learn About Its Benefits
Caring for a loved one with special needs often raises an important question—how will they be cared for when we are no longer here? We hear this question often, and the good news is that there are practical ways to prepare. At Commonwealth Life & Legacy Counsel, we help families create
Trust vs. Will: Which Document Takes Precedence Over Your Estate?
Have you ever thought about what might happen to your savings or house if you passed on? We often hear that a will is the core of a plan, yet a trust can also play a huge role. It can be puzzling to figure out which one truly rules when