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

guardianship
Advance Directive

The Difference between Power of Attorney and Guardianship for Elderly Parents

The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
nursing home
Elder Law

Protect Your Estate from Nursing Home Costs

No one wants a nursing home but the longer we live, the higher the chance we may need a nursing home at the end of life.
planning
Beneficiary Designation

Do We Need Estate Planning?

Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.
fragile beneficiary
Asset Protection

How to Plan for a ‘Fragile’ Beneficiary

Today, estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” who can include family members with disabilities, individuals struggling with addiction, spendthrifts and even minors and there are planning options available to do so.
Alzheimer's
Alzheimer’s

What Steps to Take when Diagnosed with Alzheimer’s

Obviously, the first step is to work with your doctor to slow the progression. However, there are legal steps you need to take as quickly as possible.
apple watch
Caregiving

How will an Apple Watch Help Study Dementia?

Biogen is launching a new virtual research study in collaboration with Apple, one that will look into how an Apple Watch and iPhone could help monitor a person's cognitive decline, a potential symptom of dementia and neurological diseases.
medicaid
Assisted Living

How to Plan for Spouse’s Medicaid

When a spouse enters a nursing home, the cost of care can be financially devastating. Many families are simply unable to afford long-term care without applying for Medicaid.
death of a spouse
Death

What to Do First when Spouse Dies

After a loved one dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
trust
Annuity Payments

Your Estate Planning Checklist for 2021

Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
adult child
Asset Protection

Does My Adult Child Really Need a Will?

You may have spent part of the pandemic updating your estate plan and getting your financial house in order. However, did you ever stop to think about whether your adult child needs a will?
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