In part two, attorneys Todd Spignardo and Kate Biggerstaff show young families how to prepare for an estate planning consultation by organizing information about family members, assets and intended inheritance timing. They discuss selecting guardians for minor children, deciding how and when children receive assets, updating plans after life changes, and checking property titles and beneficiary designations to ensure they match the estate plan.
Topics covered
Estate Plan UpdatesInheritance PlanningWillsTrusts
Educational only. The Probate Nation® is an educational video library. Nothing in this episode is legal advice and watching does not create an attorney-client relationship. Always consult a licensed attorney about your specific situation.
Attorneys Todd Spignardo and Kate Biggerstaff explain why even young families with modest assets should consider an estate plan. They discuss the risks of dying without a will, Virginia intestate succession, choosing guardians for minor children, coordinating wills and trusts with beneficiary designations, and preparing powers of attorney and advance medical directives. They also emphasize the importance of life insurance for parents.
Estate Planning Workbook for Revocable Trusts – Parts 2
Attorneys Todd Spignardo and Dominique Braggs continue their revocable trust asset review, focusing on life insurance, retirement accounts, business interests and digital assets. They explain the importance of beneficiary designations, retirement-account tax treatment, operating-agreement transfer restrictions and proper trust funding, while also touching on access to online accounts and planning for pets and other specialized assets.
Estate Planning Workbook for Revocable Trusts – Parts 1
Attorneys Todd Spignardo and Dominique Braggs begin a two-part review of asset information for a revocable trust-based estate plan. They discuss property ownership, mortgages, real estate in multiple states, funding property into a trust, Virginia probate tax, and the importance of understanding deeds and transfer restrictions before planning how assets will pass.
