Monthly Archives: January 2013

The Basics of the District of Columbia Probate Administration…Part I

Seems like only yesterday, but way back in September of 2010, I wrote a series of posts on   the Virginia probate administration process. If you missed it, you can click here and work your way through the ten part … Continue reading

Posted in Asset Ownership, Non-Probate Assets, Personal Representatives, Probate, Probate Assets | 9 Comments

What’s the Difference between Probate and Non-Probate Assets?

About 7 months ago, I went though the various concerns people confront using joint tenancy with the right of survivorship (JTWROS) as an estate plan. The next step is to demonstrate the issues between probate asset and a non-probate asset. As … Continue reading

Posted in Asset Ownership, Assets, Non-Probate Assets, Probate Assets | Leave a comment

The Fiscal Compromise and Estate Planning

Luckily… It is a few days since the world was allegedly going to end – either on the Mayan Calendar or the Fiscal Cliff Calendar – and we survived. We also got an answer to the question of whether there … Continue reading

Posted in Assets, Estate Planning, Federal Estate Tax, Income Tax, Portability | 1 Comment