Power of Attorney


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

bank
Estate Planning

Should You Add Someone to Your Bank Account?

I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
reviewed
Affidavit

Reviewing Estate Plans Matters

Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.
singles
Assets

Estate Planning Matters for Singles

If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.
prenup
401(k)

Does a Prenup Make Sense?

As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
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.
elder law
Alzheimer’s Disease

What Is Elder Law?

Elder Law is made up of three major categories, which can be broken down further into deeper topics.
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.
review
Affidavit

When Should an Estate Plan Be Reviewed?

The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
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.
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.
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