We all remember the movie where grandpa has died and the entire family is gathered for a reading of the will at the attorney’s office. Usually there is a fireplace nearby and you
Finding the right attorney to assist you in designing an estate plan can be a daunting task. Some people believe that every attorney is capable of providing competent counsel and others shop for
The administration of an estate is often characterized by confusion due to the lack of proper estate planning. Unfortunately this occurs at the worst possible time when a loved one has died and
If you are like me you get to the last few months of the year and think about how to give gifts to your children or others that you love. Funny… the IRS
“I am from the government and I am here to help you.” We laugh about that statement but when it comes to the distribution of property after our death, we often fail to
The use of a joint revocable living trust as the primary estate planning instrument may be appropriate in limited circumstances, but its use can result in significant gift and estate tax problems in larger
Presented by: Doug W. Davis, Davis Law Group, and Robin W. Tull Jr., CFP, Tull Financial Group The Chesapeake Regional Health Foundation will be hosting an educational seminar on Estate Planning. We invite
I previously posted a two part series entitled “The Transfer of Title and Sale of Real Estate after Death” which can be found here: PART I and PART II. This has proven to be
