Independent Wealth & Financial Planners in Northern Virginia
In our latest Espresso Shot, we sat down with our very own Cecile Hult, CFP®, CDFA® Partner & Private Wealth Advisor, to discuss considerations for life insurance – ways it can be used, what it can cover, what to see more →
We sat down with Adam Abramowitz, principal and estates, trusts & probate attorney at Stein Sperling, to discuss using a trust to own a life insurance policy, how changes in estate law may affect the policy, finding see more →
Tax time is fast approaching and if you incurred a fair amount of medical expenses in 2020, you might be wondering your options for taking deductions on the amount you paid. In one of our latest Espresso see more →
Special needs trusts can be a useful and lifesaving option to caring for a loved one with special needs. In our latest Espresso Shot, Cecile Hult, CFP®, CDFA® Partners & Private Wealth Advisor at Argent see more →
When partners decide to file their taxes jointly amidst or post-divorce, it can present a myriad of tricky scenarios. We sat down with Erin Kidd, Accredited Financial Counselor & Enrolled Agent at Thompson see more →
The hurdles of tax time during a divorce are heightened when dependants and custody agreements become part of the mix. We sat down with Erin Kidd, Accredited Financial Counselor & Enrolled Agent at see more →
Have you heard about revocable trusts? We spoke with Josh Headley, Estate Planning Attorney at Buchanan, Ingersoll & Rooney, about the benefits of a revocable trust to estate planning including see more →
Tax time is quickly approaching and if you’re going through a divorce, or you’re recently divorced, the tax process can present some confusing hurdles. We sat down with Erin Kidd, Accredited Financial see more →
Recently, the IRS announced that the official estate and gift tax limits
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Most people believe that a last will and testament is all they
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