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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
Categories
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Recent Posts
special needs planning
Beneficiary

Special Needs Plans Need Regular Reviews to Protect Loved Ones

Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.
mortgage
Estate Planning

Does Your Inherited House have a Mortgage?

What happens if you inherit your loved one’s home? What if they still have payments to make on their mortgage?
guardianship
Estate Planning

Do I Need to Name a Guardian for My Children in the Will?

Why naming a guardian for your child is important.
pandemic and writing a will
Designations

Despite Pandemic, Many Still Don’t Have an Estate Plan

The Covid-19 has produced a rise in estate planning...but not a large enough one. Most Americans still do not have a last will and testament.
personal property
Appraised

Estate Battles Over Personal Property Distribution

Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
power of attorney
Advanced Directive

Is My Estate Plan Set with a Power of Attorney?

When do you need your estate plan to “go to work” for you? While you may think the right answer is “after I die,” the actual answer is “if I lose the ability to manage my own affairs.
estate tax
Applicable Federal Rate

Federal Estate Tax Exemption Sunset Is Not Far Off

Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming—and with the election on its way, it could be sooner than you think.
retirement accounts
Estate Planning

How Do I Know If Mom Left Me Her IRA?

My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father.,  However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?
social security
Disability

What Changes are Happening to Social Security in 2021?

Here's a closer look at the seven biggest changes to Social Security in 2021
executor
Asset Protection

How Much Power Does an Executor Have?

There are continuing misconceptions regarding what powers are held by a personal representative and when he can exercise them.

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