Guardian


Serving Clients in Woodbridge, Prince William county, and throughout Virginia
as well as in maryland, west virginia, and the district of columbia

fiduciary
Agent

What Is a Fiduciary and Why Is It Important?

One of the most important decisions you will ever make is choosing a fiduciary.
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.
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.
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.
will
Beneficiary

Why Do I Need a Will?

A will is a legal document, governed by the laws of each state, written to guarantee that your possessions will be left upon your death to the people or organizations you specify.
will and trust
Assets

How to Manage a Will and Trust

By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
pandemic and writing a will
Designations

Despite Pandemic, Many Still Don’t Have an Estate Plan

The Covid-19 has produced a rise in estate planning...but not a large enough one. Most Americans still do not have a last will and testament.
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