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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
living trust
Estate Planning

Why Would I Need a Living Trust?

Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
Roth IRA
Contributions

Roth IRA has a 5-Year Rule

Established in 1997, the Roth individual retirement account has long been a favored option for retirement savings, due to its promise of tax-free withdrawals in retirement.
trust fund
Assets

Trusts can Work for ‘Regular’ People

When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
estate tax
Estate Planning

Does Your State Have an Estate or Inheritance Tax?

In addition to the federal estate tax, with a top rate of 40 percent, some states levy an additional estate or inheritance tax. Twelve states and the District of Columbia impose estate taxes and six impose inheritance taxes. Maryland is the only state to impose both.
probate
Administrator

What are the Stages of Probate?

Although most assets in your estate may pass through the probate process, other assets may not. It often depends on the type of asset or how an asset is titled.
IRA
Beneficiary

The Stretch IRA Is Diminished but Not Completely Gone

In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
charitable
Assets

Can a Charity Be a Beneficiary of an Estate?

Ever since a group of philanthropists created the Giving Pledge in 2010, taxpayers have expressed greater interest in potential estate planning strategies that would allow them to leave a significant portion of their assets to charity upon their death.
executor
Co-Executor

Just What Does an Executor Do?

In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
social security
Elder Law Attorney

When Do Most Americans Start Taking Social Security?

Figuring out when to claim Social Security is one of the most daunting challenges of retirement. In some cases, claiming early makes sense. In many other situations, it pays to wait.
taxes
Asset Protection

What are the Options when Inheriting a House?

Inheriting a residential property like a house marks the end of a life and the beginning of deciding what to do with the property and implementing that plan.

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