Estate Planning is Like Building a Snowman
Estate Planning is Like Building a Snowman A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well...
New Year, New Estate Plan
Welcome to 2020! A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making New Year’s resolutions is not enough: Take action now to ensure that you and your family or loved ones...
The SECURE Act: How Does It Affect Your Retirement Accounts?
The SECURE Act: How Does It Affect Your Retirement Accounts? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation...
Preparing For Back-To-School: More Than Just The School Supplies
It is almost time to start thinking about what your children will need for school. It is also the perfect time to make sure that your children are protected – and that they will have the funds they need for the education you want them to have. Name That Guardian...
In Case Of Emergency: What Documents Do I Need?
One of life’s toughest challenges is to face serious illness, incapacity, or the end of life for a loved one. Here is exactly what you need to know about each of your valuable estate planning documents to help guide you through those times. We create both legal and...
Will My Debt Outlive Me: What Happens To Debt After Death
If you have ever wondered what would happen to your debts after passing, you are not alone. This is one of the most frequent questions we hear from clients. While each estate is unique, below is what you can typically expect from the most common types of debt. Student...
May 11: Secure Your Future: Understanding Wills, Trusts, and Insurance
May 11, 2018 9:00 a.m. - 12:00 p.m. Fairfax, VA Are you prepared for the unexpected? Please join estate attorney Jessica M. Pannell as we discuss the definition and difference between a will and a trust plan, the benefits of having a trust plan in place for Virginia...
Important Changes In The Federal Tax Law That Will Impact Your Estate Plan
There are numerous changes brought about by the December 2017 tax bill, also known as the Tax Cuts and Jobs Act, that are likely to impact you, your taxes, and your estate plan. Gift & Estate Tax Exemptions Have Doubled Beginning January 1, 2018, the new tax law...
What You Need To Know Today About The Tax Reform Bill
By now, we have all heard about the new tax bill that has been passed and signed into law by President Trump. There are numerous changes that are highly likely to affect you, your estate plan, and especially those of you who own businesses. We have prepared a detailed...
What You Need To Know Today About The Tax Reform Bill
By now, we have all heard about the new tax bill that has been passed and signed into law by President Trump. There are numerous changes that are highly likely to affect you, your estate plan, and especially those of you who own businesses. We have prepared a detailed...