Estate Planning: Beyond the Basics [Watch Now]
While estate planning may be a daunting undertaking, we all know that it’s an integral part of managing and protecting your wealth for you and your family’s future. During […]
Espresso Shots – Tax Filing Status & Custody Agreements with Erin Kidd, Accredited Financial Counselor & Enrolled Agent
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 & […]
Espresso Shots – Trusts with Josh Headley, Estate Planning Attorney
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
Insurance Planning Northern Virginia
While most people don’t like to think of it, death is an inevitable part of life. It happens to everyone at some point. While we can’t change that, we can […]
Espresso Shots – Tax Filing Status During & Post-Divorce with Erin Kidd, Accredited Financial Counselor & Enrolled Agent
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 […]
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 […]
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, […]
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 […]
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 & […]
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 […]