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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
estate planning mistakes
401(k)

The Biggest Estate Planning Mistakes and How to Avoid Them

One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
social security
Estate Planning

When a Husband Dies, Does the Wife Get His Social Security?

Social Security is a huge source of financial stability for retirees, and married couples, in particular, can benefit dramatically from Social Security.
family estate
Blended Families

How Do You Stop Family Fights Over an Inheritance?

After a loved one passes, one of the biggest hurdles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
debt
401(k)

What Debts Must Be Paid after I Die?

If you are concerned about incurring debt after a family member’s death or are worried how your own debt will impact your family, here are some things you should know.
transfer your house
Elder Care

Is Transferring Your House to Your Children a Good Idea?

Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
last will
Beneficiary Designations. Testamentary

The Importance of a Will

There’s much to plan for in life—college, your wedding, your first child, life insurance—and with more than enough to keep you busy, it’s easy to forget about your will.
legacy planning
Durable Power of Attorney for Health Care

What Does Legacy Planning Mean?

To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
estate plan
Divorce

No Time Like the Present Pandemic to Get the Estate Plan Going

There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. This year has been one for the books.
personal representative
Estate Planning

How Does Court Choose an Executor if a Will Isn’t Available?

An essential part of estate planning is selecting someone to represent you after your death in the management of your estate. This personal representative is also known as an executor, or executrix, if you choose a woman as your personal representative.
home ownership
Capital Gains

Home Ownership and Medicaid Can Be Problem

Many people work hard to acquire real estate and then later find that that real estate makes them ineligible for Medicaid to help pay for nursing home or in-home, long-term care.

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