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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
annuity
Deferred Annuity

Should I Include an Annuity in Estate Planning?

Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?
challenge
Administration

Can Family Members Contest a Will?

The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.
review
Affidavit

When Should an Estate Plan Be Reviewed?

The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
important
Burial

Why Is Estate Planning So Important?

The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
checklist
Advance Directive

Your Will and Estate Planning Checklist

Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.
attorney
Asset Protection

Simple Estate Planning with an Attorney

Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
estate plan
Beneficiaries

What Do I Need to Know about Estate Planning?

Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
probate
401(k)

Do You Have to Do Probate when Someone Dies?

For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
digital assets
Digital Assets

How Do I Address Digital Assets in Estate Planning?

Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
QTIP
Blended Family

Will a QTIP Trust Work for a Blended Family?

A popular technique is to use a qualified terminable interest property (QTIP) trust.

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