Special Needs


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

trust fund
Assets

Trusts can Work for ‘Regular’ People

When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
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.
beneficiary
401(k)s

Retirement Account Beneficiary Choices and Your Estate

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts.
guardianship
Estate Planning

How Does Guardianship Work?

As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?
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