Category Archives: Probate Assets

How Do People Own Property or Assets? – Part I – Ownership by One Individual

Posted on September 30, 2011 by

Estate planning encompasses a wide range of topics from familial relationships to complex tax planning, understanding how property is owned and transferred upon death is vital to any estate plan. For a single person, how property is owned is very … Continue reading →

Posted in Asset Ownership, By Individual, Estate Planning, Probate, Probate Assets, Wills | 2 Comments

To Trust or Not to Trust…Part VI: Simple Estates Might Delay the Need to Create a Revocable Living Trust.

Posted on July 13, 2011 by

This is the sixth in a series of posts on whether it makes sense to create a revocable living trust or not.  You can read previous posts here (health and age), here (family dynamics), here (privacy and estate size), here … Continue reading →

Posted in Estate Planning, Factors for not Creating, Probate Assets, Revocable Living Trusts, Trusts | 1 Comment

What is Intestacy? Part II: The Assets

Posted on February 10, 2011 by

This is the second in a series of posts on intestacy.  Click here for the first part (Introduction to Intestacy). The next issue becomes what assets are covered by the intestate statutes.  It seems pretty simple but, just like probate administration, … Continue reading →

Posted in Intestate, Probate, Probate Assets | 1 Comment

Maybe Billionaires Beneficiaries aren’t skipping out on 2010 Estate Tax

Posted on October 25, 2010 by

There is an interesting article in the Wall Street Journal last week that discusses how the beneficiaries of Dan Duncan’s estate might not have been greatly impacted by the lack of an estate tax in 2010.  Duncan, natural gas tycoon … Continue reading →

Posted in Estate of the Month Updates, Estate Planning, Federal Estate Tax, Probate Assets | Leave a comment

The Basics of the Virginia Probate Administration…Part II: the Personal Representative

Posted on September 14, 2010 by

My last post was the start of a series of posts on the basics of administering a Virginia estate in probate.  This is part II.  I will be focusing on the personal representative including a definition, requirements needed to qualify … Continue reading →

Posted in Personal Representatives, Probate, Probate Assets, Process, Qualifications, Wills | 6 Comments

The Basics of the Virginia Probate Administration…Part I

Posted on September 8, 2010 by

In my practice, estate planning is composed of two areas.  One area is the effective planning of the estate prior to death to meet the desires of the client.  The second aspect of my practice is counseling clients after the … Continue reading →

Posted in Joint Tenancy, Probate, Probate Assets, Wills | Tagged , | 7 Comments