Trust


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

age
Divorce

What’s the Right Age to Start Estate Planning?

It may seem like a grim way to spend your free time, but planning your estate when you are young can actually give you the peace of mind you will need to enjoy your golden years in the future.
special needs
Beneficiary

How Do Special Needs Trusts Work?

Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
qtip
Assets

Do QTIP Trusts Help avoid Estate Taxes?

Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.
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.
trust
Elder Law

Should I Create a Trust?

Establishing a trust is a great first step in estate planning.
estate plan
Advance Directive

What Is the Purpose of an Estate Plan?

You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
divorce
Daughter

A Trust can Protect Inheritance from Relatives

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
power of attorney
Administrator

What can a Power of Attorney Do—or Not Do?

The person signing the power of attorney, which gives someone else the authority to act for them, is called the ‘principal’ and the person who is given the power to act for you is called your ‘agent.’
executor
Co-Executor

Just What Does an Executor Do?

In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
preparing
Charitable Donations

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
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