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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

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.
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.’
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