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Estate Planning Blog Articles


Serving Clients in Woodbridge, Prince William county, and throughout Virginia
as well as in maryland, west virginia, and the district of columbia
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Recent Posts
beneficiary
Asset Protection

If My Estate Is the Beneficiary of My IRA, How Is It Taxed?

When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
preparing
Charitable Donations

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
games
Alzheimer’s Disease

Does Playing Games Keep My Brain Sharp?

The type of games that you probably loved as a child offer a great way to keep your brain sharp in old age.
living will
Advance Directive

What’s a Living Will?

A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is different from an advance healthcare directive, though either one can be an important part of an estate plan.
funeral plan
COVID-19 (Coronavirus)

How Do I Select a Funeral Plan?

Taking out a funeral plan does not only have cost benefits but can also ease some of the emotional distress at an already difficult time.
health care
Alzheimer’s Disease

How to Prepare for Health Care Costs in Retirement

There is a simple and unsettling reality in the United States. Many Americans don’t feel financially prepared for health care costs in retirement.
blended family
Blended Family

Estate Planning for a Blended Family

If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
children
Children

How Do I Talk to the Children about My Estate Planning?

Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
taxes
Elder Law Attorney

Does Living Trust Help with Probate and Inheritance Taxes?

I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?
dying
Advance Directive

Get Estate Plan in Order, If Spouse Is Dying from a Terminal Illness

Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.

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