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Intestacy


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
trust
Asset Protection

Should a Trust Be a Component of My Estate Planning?

Do I need a trust in case something happens to me?
girlfriend
401(k)

Will the Girlfriend Get the Life Insurance or the Wife?

My boyfriend and I have lived together for 13 years but he is still officially married to another woman. He has a life insurance policy and I’m the beneficiary, and I’m also the beneficiary of his 401(k). Do we need a will and do I have to worry about his wife getting the money?
scam
Asset Protection

What are the Most Popular Estate Planning Scams?

The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
unmarried
Beneficiary Designations

What Happens If an Unmarried Partner Dies?

A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
to-dos
401(k)

What are Top ‘To-Dos’ in Estate Planning?

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
single
Charitable Donation

Do I Need an Estate Plan If I’m Single?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
important
Burial

Why Is Estate Planning So Important?

The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
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.
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?
transfer on death deed
Asset Protection

What Is a Transfer on Death Deed?

Lots of people “forget” to have a will prepared.

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Woodbridge, VA 22192

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We observe all federal holidays and the day after Thanksgiving as firm holidays

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