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 […]
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 […]
Appraising Your Gems, Antiques & Art [Watch Now]
During the pandemic, many of us found ourselves sorting through our things wondering what something is worth or whether we should keep it? Martin Fuller, a Master Gemologist and […]
Wealth Transfer Strategies You Should Put in Place Now
By identifying wealth transfer strategies to put in place now, you are setting yourself up for significant savings in the future. Please keep in mind that every circumstance is different […]
Inheritance Planner Northern Virginia
Receiving a sizeable inheritance can be a life-changing opportunity. However, it can also be a stressful and overwhelming process. For this reason, we recommend having a team of professionals, including […]
Sudden Wealth Planning in Washington DC and Northern Virginia
Coming into a sudden inheritance or windfall requires special wealth planning. Did you know that a significant percent of people who receive large inheritances have little to show for it […]
The Essential Estate Planning Checklist for Virginia
Planning your legacy can be complicated. While the business of estate planning may be daunting, we’ve created a checklist that highlights the most important tasks. Let’s take a closer look. […]
