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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

SECURE Act
Activities of Daily Living

SECURE Act has Changed Special Needs Planning

An applicable multi-beneficiary trust can solve some--but not all--of the challenges that the new act presents.
personalized estate plan
Beneficiaries

Estate Planning Is Best When Personalized

When something is tailored to one’s needs, everything can go smoother.
inherit
Asset Protection

Will I Get A Bill as My Inheritance?

Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.
simle will
Asset Protection

What Do I Need to Know about Creating a Will?

Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.
COVID
Caregiving

The Most Common Myths about COVID Vaccine

The first vaccine to fight COVID-19 has been authorized for emergency use by the federal government — a move that could slow the spread of coronavirus and help bring an end to the pandemic — and another candidate is right behind it in the process.
Policygenius
Asset Protection

Is the Pandemic Motivating People to Do Estate Planning?

Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on the rise due to the global pandemic, according to a new survey from financial services leader Policygenius.
seniors
Elder Abuse

What Should I Know about the Seniors Fraud Prevention Act?

Two Florida congressmen saw their proposal battling fraud against seniors clear the U.S. House.
children
Adult Children

How Much Should We Tell the Children about the Estate Plan?

Even those with thorough estate plans might have neglected to discuss details with potential heirs.
girlfriend
A Living Will

Ex-Girlfriend Could Own Your Family Home

My friend prepared his will and specified that his house would go to his girlfriend. She had contributed money to the upkeep, while they were together.
pandemic estate planning
Asset Protection

What Kind of Estate Planning Do I Need During the Pandemic?

The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the pain.
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