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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
transfer on death deed
Asset Protection

What Is a Transfer on Death Deed?

Lots of people “forget” to have a will prepared.
estate plan
Advance Directive

What Is the Purpose of an Estate Plan?

You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
estate tax
Assets

Can Estate Taxes Be Avoided with a Trust?

The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
digital assets
Digital Assets

How Digital Assets Figure into Estate Planning

Estate planning isn't just about hard assets anymore. Who will read your email when you die?
a will
401(k)

What is not Covered by a Will?

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
taxes
Estate Planning

Will Inheritance and Gift Taxes Change in 2021?

Facing down an uncertain election outcome and the possibility of tax reform in 2021, many families started transferring substantial amounts of wealth last year, making large gifts to take advantage of the historically high gift and generation-skipping transfer tax exemptions.
divorce
Daughter

A Trust can Protect Inheritance from Relatives

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
Estate Planning

How to Avoid Probate

How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
retirement
401(k)

What Retirement Questions Should I Be Asking at 60?

Retirement is an exciting milestone. Planning becomes even more crucial, once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.
young families
401(k)

Should Young Families have an Estate Plan?

Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.

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