Virginia Probate: Consequences of Joint Ownership

By Attorney Jennifer Kahl, June 10, 2019 When someone dies, the first step is to identify the decedent’s assets and determine how the assets are titled. The title of the assets plays a big role in determining the administration of the estate. Most people do not realize that there is more than one type of joint ownership. Joint ownership with …

Pet Trusts

BY ATTORNEY SUSAN I. JEAN We love our fur-babies and they love us back … We spoil our fur-babies and they spoil us back … We protect our fur-babies … and sometimes they protect us back…  Being a responsible pet parents includes the responsibility to plan for our pets  Who can take care of them if we can’t?  Where will they …

ARE YOU TOO YOUNG TO HAVE A WILL?

By Attorney Robert T. Brooks June 6, 2019 Many people ask me, “when should I create a Will”.  My answer is as long as you are 18 years of age and of sound mind, you should have a Will.  Many people procrastinate and do not put a Will in place until later in life, but if you are 18 years …

Get it Done NOW!

BY ATTORNEY SUSAN I. JEAN Son came to see me about his mother.  She lives in the memory assist unit of a local assisted living facility.  And no one had talked with her about doing Powers of Attorney.  No one had talked with Son about how difficult and expensive it is to deal with banks when there is no Power of …

MOTORCYCLE WEATHER IS HERE! ARE YOU PREPARED?

By Attorney Robert T. Brooks May 29, 2019 The cold weather has diminished, and we are now left with perfect motorcycle riding weather.  Typical motorcycle owners will make sure their bike is cleaned, properly tuned, and safe for the roads.  Purchasing a nice helmet, proper riding gear, and making sure they are extremely diligent and alert while riding are all …

Three Generations of Representation

BY ATTORNEY SUSAN I. JEAN Yesterday a gentleman came into the office.  He had questions regarding how best to take care of his mother.  I recognized his mother’s name.  I did indeed represent his mother in her estate planning.  And in fact, I represented mother’s mother in her estate planning.  It is my privilege now to represent three generations of this …

WHY CAN’T I JUST WRITE MY OWN WILL?

BY ATTORNEY SUSAN I. JEAN I was sitting across the conference table from an older lady (“Clara” for purposes of this Article, not her real name) who has a very simple situation.  She has three children and wants her estate to go to the three of them equally.  Sounds simple, yes? Virginia allows holographic Wills.  These are Wills that are completely …

Medicaid Tip of the Week: Timeshares

BY ATTORNEY SUSAN I. JEAN The saying about boats is: the happiest day of a boat owner’s life is when he or she takes the new boat out on the water.  The second happiest day of a boat owner’s life is when he or she sells the boat.  The same is often true of timeshares.  We buy a timeshare with all …

Thoughts on a cloudy day when spring is in the air

By Susan I. Jean So often we focus on the bad and ignore the good. We’ve (basically) survived another winter; spring is in the air. Daffodils are blooming, trees are just starting to get that spring green we love. Mark Twain, always favorite, perhaps said it best… “It’s spring fever. That is what the name of it is. And when …

Beneficiary Designation Changes to Consider When Beneficiary Predeceases You

By Attorney Robert T. Brooks March 13, 2019 We have all filled out the beneficiary forms for life insurance, bank accounts, etc.  Once you list your beneficiaries you relax because if something happens to you that particular asset will now pass to those you listed.  But what happens if a beneficiary predeceases you?  Would you want that deceased beneficiary’s children …