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Secure Act


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
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 However, if they are stale or outdated, you may spend significant money trying to use them down the road.
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The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
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.
SECURE Act
Activities of Daily Living

SECURE Act has Changed Special Needs Planning

An applicable multi-beneficiary trust can solve some--but not all--of the challenges that the new act presents.
estate planning mistakes
401(k)

The Biggest Estate Planning Mistakes and How to Avoid Them

One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.

Main Office

4008 Genesee Place, Suite 109
Woodbridge, VA 22192

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Hours of Operation

M-F 8 AM – 7 PM

Consultations by appointment

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

This website is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Don Shaw Law, PLLC through this site does not form an attorney/client relationship. This site is legal advertising. Don Shaw is the attorney responsible for the advertising on this website. Our primary office location is 4008 Genesee Place, Suite 109, Woodbridge, VA 22192.

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