Tax & Estate Planning

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Topics:

• Benefits of Revocable Living Trusts (PDF file requires Adobe® Acrobat®)
• Death of the death of the Death Tax (Repeal of the Federal Estate Tax)  
• Estate Tax 2011 
• Income Tax and Estate Planning for Large IRAs  
• Joint Ownership versus Estate Planning
• Medical Directive = Living Will
• Old Wills  
• Offer in Compromise Guidelines
• Offer in Compromise 2006 Changes  
• Plain English Explanation of Revocable Living Trusts and Pour-over Wills
• Sample Durable Power of Attorney (Virginia) (PDF file requires Adobe® Acrobat®) 
• Sample Health Care Power of Attorney (Virginia) (PDF file requires Adobe® Acrobat®) 
• Sample Medical Directive (Virginia) (PDF file requires Adobe® Acrobat®)
• Sample Pour-over Will (PDF file requires Adobe® Acrobat®) 
• Sample Revocable Living Trust  
• Transferring Assets to a Revocable Living Trust
• Trust Fund Penalty Disclosure
• Trustees: Duties of Being a Trustee (Part 1)
• Trustees: Duties of Being a Trustee (Part 2) 
• Trustees: Duties of Being a Trustee (Part 3)  
• What To Do When Someone Dies - Checklist (PDF file requires Adobe® Acrobat®)

While designed to be accurate, the materials provided on this website are not intended to constitute the rendering of legal, accounting, or other professional services or to serve as a substitute for such services.  This web site is intended to provide general information and to illustrate general principles, and not to provide specific advice. While the information presented is believed to have general application and to be accurate as of the date it was prepared, changes in the law occur frequently, so some information may no longer be current.  If you have a question about a particular factual situation you should consult with an attorney.

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