Newsroom

Clients frequently ask how they can best set aside funds to educate their children and grandchildren. As estate planners, we quickly answer by turning to differ­ent forms of trusts. However, a properly utilized 529 plan not only accomplishes the client’s educational goal but may provide greater flexibility and simplicity. Since […]

Introduction – Out with the Old, and In with the New On April 11, 2022, Governor Glenn Youngkin signed into law House Bill 370, which adopts the Uniform Fiduciary Income and Principal Act (“UFIPA”) into the Virginia Code and repeals the Uniform Principal and Income Act (“UPIA”). In doing so, […]