Trustee


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

trust
Asset Protection

Should a Trust Be a Component of My Estate Planning?

Do I need a trust in case something happens to me?
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.
fiduciary
Agent

What Is a Fiduciary and Why Is It Important?

One of the most important decisions you will ever make is choosing a fiduciary.
challenge
Administration

Can Family Members Contest a Will?

The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.
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.
a will
401(k)

What is not Covered by a Will?

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
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.
young families
401(k)

Should Young Families have an Estate Plan?

Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
irrevocable trust
Elder Law

How can I Revoke an Irrevocable Trust?

I feel I was taken advantage of to the tune of $3,500, when I set up a trust.
revocable trust
Capacity

Should a Revocable Trust Be Part of My Estate Plan?

What are the advantages of putting assets into a trust?
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