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As part of National Estate Planning Awareness Week, especially for those in the “sandwich generation” (folks who are caring for both their children as well as their parents simultaneously), it is important to know whether or not your parents have an estate plan in place. While it is still your...

The third week of October is National Estate Planning Awareness Week (Oct. 15-21, 2018). Estate planning is important for everyone regardless of wealth or family status because, if you become incapacitated or pass away without an estate plan, the administration and distribution of your assets will...

Date/Time:  Friday, October 19, 2018 - 11am Place:  Lansdowne Woods Wellness Expo, Leesburg, VA (Exclusively for Lansdowne Woods Residents) Have you effectively communicated your healthcare wishes and appointed someone to make decisions on your behalf if you are unable to? Many people are...

Have you been named as the Executor or Administrator of an estate and would like to learn more about: 1)  Your duties and obligations; 2)  How to limit your personal liability; and 3)  Common mistakes made by Executors. Are you stuck and in need of some assistance? Please join...

A Holistic Approach to the Divorce Process Saturday, May 19, 3:00-4:30PM EDT - CLICK HERE TO REGISTER Please join us for an interactive webinar to hear from experts in family law, financial planning and estate planning on issues and planning considerations related to potential legal...

Part of Annual Healthcare Decisions Week (April 16-22, 2018) ** CLICK HERE TO REGISTER ** Date: Sat, April 21, 2018 10:00 AM – 12:00 PM EDT Location: Greater Reston Chamber of Commerce 1886 Metro Center Drive, Suite 230 Reston, VA...

Important legal issues can arise with regard to the ownership and transfer of firearms for estate planning purposes. Gun owners and fiduciaries dealing with firearms should seek legal advice to ensure they do not inadvertently commit a felony or other violation in storing and/or transferring...

The Tax Cuts and Jobs Act, as agreed to by the Joint Conference Committee and approved by Congress, has been signed by the President.  Most provisions of the new law go into effect on January 1, 2018. All of the tax law changes applicable to individuals, including the new 20% pass-through...

A comprehensive estate plan should take into account all of your assets. For most people, an estate plan should address three common asset categories: (1) your home/real estate; (2) financial accounts; and (3) personal property. Other types of assets - such as life insurance, retirement funds, and...

Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction is actually a relatively common topic in everyday life. You should also consider alternatives to providing for a loved one with addiction as part of...

Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses stay within the family. Indeed, a common question is what cost effective options are available to protect one’s...

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint property is perceived to be...

Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this is referred to as “intestate.” In that case, the...

How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be built into...

You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles. Most families lead far-flung and busy lives, meaning the only time...

According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in place.) It’s all too...

Planning for the Future (Without a Crystal Ball) Creating a will, trust, or any type of estate plan has always involved dealing with an uncertain future. Consider that just 20 years ago in 1997, the estate tax had an astonishing 55% rate with only a $600,000 exemption. Back then, tax-driven...

SageTrust Law Group was pleased to speak at the recent Lansdowne Woods Wellness Expo in Lansdowne, VA on the topic of "Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care Planning," with Buckley Kuhn Fricker, JD, CMC as a co-author/presenter. We discussed the importance of...

Have You Updated Your Operating Agreement to Avoid the New Harsh Partnership Audit Rules? Congress has enacted significant changes to the partnership audit and adjustment rules that will impact nearly all partnerships (and LLCs taxed as partnerships) when they go into effect starting in 2018....

One of the most important decisions to make when creating or updating your estate plan is choosing which trusted individuals or entities you wish to appoint to serve as your fiduciary. For purposes of your Last Will and Testament, this means naming a Personal Representative (or Executor) to...

Effective July 1, 2017, the new Uniform Fiduciary Access to Digital Assets Act, Article 3.1 of Chapter 1 of Title 64.2 of the Virginia Code, will take effect in Virginia. The bill expands the rules allowing fiduciaries to access and manage digital accounts and electronic communications. The bill...

Exclusively for Lansdowne Woods Residents Please Join Us for an Informative and Interactive Luncheon Panel Discussion ~ Bring a Family Member as Our Guest ~   Elder Care Planning & Protection Against Financial Abuse Tuesday, June 6, 2017 11:30am to 1pm Monroe Auditorium, Lansdowne...

Estate planning is admittedly not a cheerful subject. That said, it is an important one and, like most financial subjects in today’s world, a complicated one.  However, that doesn’t really answer the question of “What is Estate Planning?   At SageTrust Law Group, PLLC, we believe estate...

Estate planning is vitally important to ensure that your affairs are properly handled during any period of incapacity during your lifetime and at your death. Although it is an unpleasant topic for most people to think about, taking the time to plan for the unexpected is critical to avoid potential...

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider, but must be addressed as part of your estate plan to ensure that you and your family are protected. If you don’t, the court will determine who raises...

Everyone has heard of wills and revocable living trusts (RLTs). Most articles written on these topics often presume that everyone knows the basics of these important documents. But, in reality, many of us don’t – and with good reason – as they’re rooted in complicated, centuries-old law....

At SageTrust™ Law Group, we understand that it can be difficult to get around to taking care of your estate planning; it sounds about as fun as getting a root canal. However, we also understand that we all want to make sure that our loved ones are protected and receive our hard-earned assets –...

There’s no one-size-fits-all estate plan, but any robust one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the most to act on your behalf. While plenty of estate...

We look forward to sharing news and recent developments on important issues of interest to our clients and their advisors.  Stay...