Will


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

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 However, if they are stale or outdated, you may spend significant money trying to use them down the road.
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.
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.
estate plan
Beneficiaries

What Do I Need to Know about Estate Planning?

Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
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401(k)

Tackling Estate Plan Quarter by Quarter

Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.
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.
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Beneficiary

Why Do I Need a Will?

A will is a legal document, governed by the laws of each state, written to guarantee that your possessions will be left upon your death to the people or organizations you specify.
probate
Administrator

What are the Stages of Probate?

Although most assets in your estate may pass through the probate process, other assets may not. It often depends on the type of asset or how an asset is titled.
will and trust
Assets

How to Manage a Will and Trust

By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
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.
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