‘Tis the Season (For Charitable Giving)

The year-end is approaching, but you still have time to work on your 2022 tax planning. Consider giving to your favorite charity to make this holiday season merry. Planned charitable giving provides you a way to maximize contributions to charities… Read more

October 26, 2022 | Tax | Trusts and Estates

Estate Planning After The Presidential Election

By Neil V. Birkhoff

“The best laid schemes of mice and men often go awry.” Robert Burns The estate planner’s corollary would be that Robert Burns was an optimist. Now that we have survived the 2020 presidential election, we have new plans to consider… Read more

November 13, 2020 | Trusts and Estates

Estate Planning During the COVID-19 Pandemic (Coronavirus and the Law)

By Neil V. Birkhoff

The COVID-19 pandemic has many people thinking about estate planning. Most adults in the United States have no Last Will and Testament or have an outdated will that that does not address their current life situation. Additionally, many people have… Read more

March 24, 2020 | COVID-19 Legal Updates | Trusts and Estates

Bursting Bubbles and Burden Shifting

By Susan E.B. Cook

Supreme Court of Virginia Reverses Jury Finding Of Undue Influence And, Consequently, Inheritance Passes to Decedent’s Niece Instead of Daughter Parson v. Miller, 296 Va. 509 (2018), was decided by the Supreme Court of Virginia (the “Supreme Court”) last December.… Read more

July 10, 2019 | Trusts and Estates

Trusts and Estates