LinkedIn Facebook Instagram
Phone Contact Us: 703.424.9242

Tag: Estate Plan

  • What Happens To Your Social Media Accounts When You Die?

    What Happens To Your Social Media Accounts When You Die?

    When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to transforming accounts into places for mourning and memory. Understanding these options is essential for managing digital assets responsibly and respecting your wishes. So let’s take…

  • Updating Your Estate Plan For Divorce: 5 Changes To Make

    Updating Your Estate Plan For Divorce: 5 Changes To Make

    Even if the process is amicable, divorce can be one of life’s most stressful events. With so many major changes taking place, it’s easy to forget to update your estate plan—or simply put it off until it’s too late. After all, dealing with yet another lawyer is probably the last thing you want to do.…

  • How DIY Wills and Trusts Offer a False Sense of Security

    How DIY Wills and Trusts Offer a False Sense of Security

    Do-it-yourself Wills and Trusts are all over the internet, with promises of saving you money and protecting your loved ones after you’re gone. But don’t be fooled! They’re often way more trouble than they’re worth. Read more.

  • 3 Estate Planning Documents Your Parents Need

    3 Estate Planning Documents Your Parents Need

    As your parents gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a priority. One of the very best things you can do for your own future, and that of your entire future lineage – your children, grandchildren, and beyond – is to take great care of the people you were…

  • 13 Ways to Show Your Finances Some Love This Year – Part 2

    13 Ways to Show Your Finances Some Love This Year – Part 2

    Last week we explored seven ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: If you missed it, check out Part 1. This week, we are continuing the financial love with 6 more tips you can use to benefit your family this month and the…

  • 13 Ways to Show Your Finances Some Love This Year – Part 1

    13 Ways to Show Your Finances Some Love This Year – Part 1

    While thoughtful financial planning doesn’t sound as fun as a fancy night out or a night in with Netflix, making smart planning decisions with your assets is one of the best gifts you can give – and a gift that keeps giving over time. This week, we explore seven tax planning tips that not only…

  • 4 Essential Strategies For Protecting Your Family’s Assets

    4 Essential Strategies For Protecting Your Family’s Assets

    You might think that only the super wealthy need to worry about asset protection planning. The truth is, those without millions may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But for a family with a modest income,…

  • This Change to the FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

    This Change to the FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

    Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect in December, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or distributions from a grandparent’s 529 college savings plan were subject to FAFSA reporting, potentially…

  • Your Most Important New Year’s Resolution: Creating a Kids Protection Plan

    Your Most Important New Year’s Resolution: Creating a Kids Protection Plan

    As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list– creating a Kids Protection Plan™.  It can be hard to think about a future where you couldn’t be there for your children, but having a plan in place will ensure…

  • What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

    What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

    Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, we’ll explore…