Taillon Law PLLC, McLean, VA (2026)

08/04/2025

If you and your partner are expecting a baby, first of all, congratulations! There are few experiences more rewarding than being a parent!

However, while Cameronne is a mother, she's also an estate planning attorney, and her goal is to ensure that every new parent has the proper estate plan in place as they enter this next stage of life.

Even if you aren’t expecting a baby right now, you can and should draft an estate plan before your child's birth because it will be drafted to apply to all future children born or adopted.

Here are the three steps we recommend:

1️⃣ Name a guardian who would care for your child if something happened to you and your partner. This is not a fun consideration, but selecting a guardian now ensures your child is raised by someone you trust should the worst ever happen.

2️⃣ Create or update your will to include your new family member and reflect your current wishes.

3️⃣ Plan for finances, from life insurance to setting up a trust for your child’s future. Planning now can give your family financial security if the unexpected happens.

Becoming a parent changes everything, and your estate plan should grow with your family, too.

Contact Taillon Law to schedule a consultation to ensure your plan is in place before your due date. 📅

📩 [email protected]
☎️ (703) 286-7722
🌐 https://bit.ly/4kEWx7N

07/28/2025

This is a common question we're asked: “Should my parents just deed their house to me now to make things easier later?” 🏠

Our answer is almost always a hard no. Here’s why…

Let’s say your parents bought their home for $100,000 and it’s now worth $1,000,000.

If they gift you the property during their lifetime, your carryover basis is $100,000 (same basis as your parents), and if you sell it, you could owe capital gains tax on $900,000.

However, if you inherit the home through their estate, your basis gets a step-up to fair market value, meaning it becomes $1,000,000. So, if you sell it right away, you pay no capital gains tax.

The bottom line is that you shouldn’t rush to transfer property without consulting an estate planning attorney. A well-meaning shortcut can cost you a lot in the long run.

Contact us to learn more about your options. ➡️ https://bit.ly/41FrwJ3

07/24/2025

Legal update: The estate tax exemption is on the move again in Congress. The House recently passed a bill that would permanently make the estate tax exemption $15 million per person, adjusted for inflation.

However, this is not yet set in stone. The bill is now with the Senate, and no final decision has been made.

If you’re doing long-term planning, especially if your estate is near or above current exemption limits, this could have significant implications.

We're closely monitoring this legislation and its potential impact on clients, particularly high-net-worth individuals and families with complex financial planning needs.

As soon as there is more clarity, we’ll share another update. In the meantime, now is a great time to review your plan and ensure it’s flexible enough to adapt to changing circumstances.

If you have questions about how potential changes could affect your estate plan, we're here to discuss. ➡️ https://bit.ly/41FrwJ3

07/17/2025

| If you want to name your child as the beneficiary of your home but don’t want to lose control of it while you’re still living, a Transfer on Death Deed (TOD) may be the right solution!

A TOD deed allows you to name a beneficiary for your home, so it passes directly to them when you die, without going through probate.

With a TOD deed, your beneficiary has no ownership interest while you’re alive, meaning that:

✅ You stay in full control of your property
✅ You can sell or refinance without their permission
✅ You can revoke or change the deed if your plans change

This is a simple way to pass on real estate cleanly, without court involvement, but only if it fits your overall estate plan. This kind of deed isn’t right for every situation, especially if you have complex family dynamics or want the property sold and the proceeds divided.

If you’re considering how to pass your home to loved ones, let’s discuss whether a TOD deed makes sense for you and your family. ⬇️

📩 [email protected]
☎️ (703) 286-7722
🌐 https://bit.ly/4kEWx7N

07/16/2025

If you have a larger estate that may have estate tax implications, Second-to-Die Life Insurance (also called Survivorship Life Insurance) could be a helpful solution.

This special life insurance covers two people, usually spouses. It pays out only after the second person passes away, providing liquidity when needed most to cover estate taxes, protect assets, or support heirs.

Premiums for this kind of life insurance are often lower, since the policy is based on the health of the healthier spouse.

An Irrevocable Life Insurance Trust (ILIT) often owns a death benefit to keep it out of a person's taxable estate, which means the proceeds can be used to help your heirs pay estate taxes without triggering more taxes themselves.

If your estate may exceed the federal exemption—or if you just want to ensure your legacy passes efficiently—this can be a powerful piece of the puzzle.

If you want to learn more about whether a Second-to-Die Life Insurance may be right for your family, please reach out. ➡️ https://bit.ly/41FrwJ3

07/09/2025

Pet Owners: Did you know you can set up a trust for your furry children? 🐾

Planning for your pet's future in your estate plan is a great way to ensure their needs are met after your passing.

This is something Cameronne has done for her dogs, each of whom are considered to be family!

Taillon Law has helped several clients create trusts for their pets that cover all costs associated with their care for the rest of their lives. They will often designate that if there are any remaining funds in the trust at the end of their pet’s life, that remaining money will be donated to a charity, such as their local animal shelter or Humane Society.

If you want to create a trust for your pet, please contact us to get started! ⬇️

https://bit.ly/41FrwJ3

07/07/2025

Would you ever pull your own tooth? What about bleach your own hair? Or give yourself a tattoo? 🤔

We certainly wouldn’t! (And we hope you, also, would not spring for DIY dentistry!)

Most people understand that no random person off the street could replace the years of training that go into the skilled work of a dentist, hair stylist, or tattoo artist.

Yet, the number of people who think they can DIY their estate plans never fails to shock real estate planning professionals!

Sure, online and AI-generated estate planning tools exist—but so do at-home bleach kits, and we all know how tragic those outcomes can be!

Online forms cannot replace an attorney's years of education and experience. These services often lead to massive, preventable mistakes that cost exorbitantly more to your loved ones than if you had just done your estate plan with an attorney from the get-go.

Don’t jeopardize your loved one’s future by taking shortcuts when it comes to your estate plan. Contact Taillon Law to create an estate plan that addresses your unique needs with care. ➡️ https://bit.ly/41FrwJ3

07/02/2025

With a “Common Pot Trust,” instead of dividing your assets immediately between your children, everything stays in one shared “pot”—a single trust—until a certain condition is met, such as all your kids have graduated from college or turned a specific age.

For example, if you have three children, ages 6, 9, and 12, a common pot trust can be used to pay for all of their health, education, and general needs until the youngest finishes college. After that, the remaining funds are divided equally.

A few of the reasons we recommend Common Pot Trusts to our clients are:

✅ Are flexible to meet each child’s unique needs
✅ Help younger children get the same financial support that older siblings received
✅ Keep things fair without “locking in” equal shares too early

A thoughtful trust structure can provide peace of mind and financial protection, especially for growing families.

If you have questions about how a Common Pot Trust works or if it fits your goals, please reach out, and we'd be happy to discuss this further with you.

https://bit.ly/4kEWx7N

06/30/2025

If you and your partner are navigating infertility, first and foremost, our hearts goes out to you, and we wish you all the best. It is complex process that can come with so many big decisions to make.

One decision that can often be overlooked is what happens to your embryos if something happens to you or your partner.

Frozen embryos are considered property from an estate planning perspective, and including them in your estate plan is essential.

If you have embryos at a fertility clinic, as an estate planning attorney, here are a few things that we recommend for you to consider:

✅ Who has legal control over the embryos if one partner passes away?
✅ Do you want them preserved, donated, or destroyed in the event of death or divorce?
✅ Have you reviewed and aligned the fertility clinic’s consent forms with your estate documents?

Without clear legal instructions, surviving partners or family members may face heartbreaking and costly legal battles.

At Taillon Law, we help our clients to thoughtfully address these sensitive issues, so their wishes are known and respected, no matter what the future holds.

If you're growing your family through IVF, surrogacy, or embryo preservation, and are ready to ensure your estate plan includes your embryos, please reach out to get started.

https://bit.ly/41FrwJ3

06/27/2025

Taillon Law was a proud sponsor of Hope for Grieving Families’ June 7th Pickleball Fundraiser.

This organization provides a supportive community for grieving families who have lost a loved one in the Washington, DC, metro area. I am grateful for Hope for Grieving Families and the incredibly impactful work they offer to families navigating loss.

If you would like to learn more about them, their work, and how you can support them, you can visit their website here: https://bit.ly/4476CEg

06/26/2025

If we were to ask who you would call in an emergency, surely you could easily picture your go-to person if something goes wrong.

And if asked who you would trust with your investments or to babysit your child, you can likely picture those people, too.

We can almost guarantee you are picturing three separate people right now, as those tasks require entirely different skills and qualities.

As estate planning attorneys, we often use buckets as an analogy for clients when they consider who to designate as their:

1. Medical Person: Medical Proxy to make medical decisions for them
2. Financial Person: Trustee/Executor/Agent to make financial decisions for them
3. Parenting Person: Guardian to take care of their children

The qualities that may make someone a great fit to raise your children for you if something happens may not make them the best person to make your financial decisions, and that’s okay.

The most important thing is ensuring that the people you designate can successfully do the job according to your desires.

Choosing these key people is a big decision that should be made with care. If you have questions about choosing these people, please contact Taillon Law. We're happy to walk you through it. ⬇️

https://bit.ly/4kEWx7N

06/23/2025

Have you ever been to a memorial service where you couldn’t help but feel like they would have loved it? Maybe the flowers were their favorite, or the ceremony was just as untraditional and full of laughter as they were.

Our goal with each of our clients is to ensure their memorial services feel this way to their loved ones as they say their final goodbyes.

If you read that last line and immediately feel uncomfortable, we fully sympathize with you. For many people, thinking about their own remembrance and memorial services can be very emotional, or even distressing.

This kind of planning is highly emotional to visualize and can feel vastly different from the other side of estate planning, which is much more numbers and logistics-heavy as you ensure your loved ones are financially taken care of.

One of the most helpful tools we use with our clients is a “Remembrance and Services Memorandum.” This document allows clients to plan for important decisions, such as:

📃 The information they want included in their obituary
📃 The kind of services they want (e.g., a public or private service, wake, military, etc.)
📃 The funeral home where they want their services to be held
📃 What to do with their remains (e.g., burial, cremation, donate to science, etc.)

This comprehensive memorandum also allows you to express your preferences, such as what kind of music you want played at your services or what kind of casket you would like to have.

We know it’s hard to talk about and imagine the end of your life, but with a document like this, you’re able to have a say in what happens, which is a gift in and of itself.

If you would like to learn more about the Remembrance and Services Memorandum used at Taillon Law, please contact us, we are happy to walk you through it.

https://bit.ly/4kEWx7N

Taillon Law PLLC

08/04/2025

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