Long Term Care Insurance Advisors Virginia
The Covid-19 pandemic has only driven up the costs of nursing home and at-home health care services. According to the Cost of Care survey, the cost of a private room […]
Wealth Manager Great Falls | Tax Strategies for Passing on Assets
Estate planning is a very important part of managing and protecting your wealth. Effectively managing estate taxes require careful consideration to ensure you make the best choices. A wealth manager […]
Estate Advice Northern Virginia | 2021 Outlook for Gift and Estate Taxes
Recently, the IRS announced that the official estate and gift tax limits for 2021 would be raised. For 2021 the estate and gift tax exemption are $11.7 million per individual, […]
Inheritance Planner Northern Virginia | Considerations When Naming Beneficiaries
Most people believe that a last will and testament is all they need for estate planning. However, a complete estate plan should also include planning for incapacity with financial power […]
Charitable Giving and End of the Year Financial Planning Northern Virginia
When reviewing your financial strategy, it is always good include the topic of charitable giving. Giving to charity not only helps with your tax planning, but is a core element […]
Choosing a Trustee | Estate Planner Northern Virginia
A Trust can help you manage your taxes and protect your assets more efficiently. With a trust structure, the trust owns your assets, and you can then distribute the benefit […]
Post-Election Estate Planning Changes Northern Virginia
Now that the elections are over, estate planners and individuals alike are curious about possible changes coming to the inheritance laws in the next few years. Staying abreast of the […]
Handling Hospital Care [Watch Now]
Preventable medical errors are the 3rd leading cause of death in the United States behind heart disease and cancer. We were joined by Dana Hutson, Community Educator for CampaignZERO & […]
Considering Divorce Next Year? End of the Year Planning Tips
Are you considering a divorce next year? Unfortunately, many people face irreconcilable issues in their marriage that lead them to divorce. The pandemic has been pointed to as a recent […]
Required Minimum Distributions and the CARES Act Planning
Earlier this year the CARES Act suspended the required minimum distributions (RMD) from retirement plans. You will want to adjust your financial planning decisions based on how the CARES Act […]
