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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
Categories
Recent Posts
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.
quarter
401(k)

Tackling Estate Plan Quarter by Quarter

Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.
SLAT
Donor Spouse

What Does SLAT Mean in Estate Planning?

These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
stepchildren
Blended Marriage

Do Stepchildren Inherit?

My spouse passed. I have stepchildren who want a percentage of the profits from selling our house. What are they legally entitled to with no will?
grandparents
Elder Abuse

Do You Know about the Grandparents Scam?

A South Florida man is facing charges after prosecutors said he acted as a money laundering agent for individuals perpetrating what is known as ‘the Grandparents Scam.’
medicare
Elder Care

Seven Items Medicare Doesn’t Cover

Medicare covers the majority of older Americans’ health care needs — from hospital care and doctor visits to lab tests and prescription drugs.
trust
Elder Law

Should I Create a Trust?

Establishing a trust is a great first step in estate planning.
POD
Asset Protection

What Is a POD Account?

Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
health care
Advance Directive

Should You Get Medical Power of Attorney?

Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.
parent
Estate Planning

Should Parent Transfer House to Kid?

What are the advantages and disadvantages of a parent transferring the title of a home to a child?
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