Revocable Living Trust


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

revocable trust
Capacity

Should a Revocable Trust Be Part of My Estate Plan?

What are the advantages of putting assets into a trust?
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?
blended family
Blended Family

Estate Planning for a Blended Family

If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
living trust
Estate Planning

Should I Use a Living Trust in Estate Planning?

I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
new administration
Capital Gains

Does an Estate Plan Need to Change because of the New Administration?

Now that there is a Democratic majority in the Senate and the House of Representatives, estate and gift tax law changes are expected to occur in 2021 or 2022.
revocable trust
401(k)

What Happens If Trust Not Funded

Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.
pandemic estate planning
Asset Protection

What Kind of Estate Planning Do I Need During the Pandemic?

The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the pain.
probate
Asset Protection

What Should I Know about a Living Trust?

A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.
legacy planning
Durable Power of Attorney for Health Care

What Does Legacy Planning Mean?

To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
estate planning trusts
Asset Protection

What Trusts are Available for Estate Planning?

Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used types of trusts.
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