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Virginia Estate and Retirement Blog

Estate Planning Is a Critical Part of a Well-Planned Life

The noblest search is the search for excellence.” – Lyndon Johnson You may have established an estate plan in the past, or you may not have gotten around to it, but it is critical that you ALWAYS have an up-to-date plan. Most people are smart  …read more »

Doing Estate Planning The Right Way

Over 50% of adults do NOT have a will or other estate planning instruments in place to protect themselves and their family. And, perhaps even worse, over 69% of parents have not yet named legal guardians who can raise their children if something happens to  …read more »

Good Estate Planning (and Bad)

This week, I’d like to give you some examples of why it’s so important to be prepared–for the sake of your family’s future. You see, when it comes to transferring real wealth to children, many otherwise-successful parents never get around to it. They’re just too  …read more »

How To Choose The Best Guardian

Since this is a subject which often comes up in our offices, I thought I’d put together some of our best answers on the subject, for your reference. These are the most important considerations for your selection of a guardian for your children … Consider  …read more »

Nine Reasons To Create An Estate Plan Right Now

Many well meaning families think that estate plans are for someone else, not them. (Our clients hopefully know different.) They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes  …read more »

Will, Trust, Or Nothing

“Failing to plan is planning to fail.” – Effie Jones When a person with assets over $100,000 passes away, their assets will be handled in one of three ways: (1) if they had no will, their assets will be distributed as mandated by the state  …read more »

Is A Trust Smart For You?

“If we wait until we’re ready, we’ll be waiting for the rest of our lives.” – Lemony Snicket Parenting is more than reading to your children or getting them to eat their vegetables. It’s also about securing their financial future. One way to do that  …read more »

Caring For Two Generations

“You cannot drive your car looking at the rear view mirror. Focus on going forward.” – Steve Harvey Depending on your perspective, this can feel like a double-whammy. Certainly, as with children, it’s always a better idea to focus on the benefits of more time  …read more »


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