How to Make Sudden Wealth Last
If you have just received sudden wealth, your first instinct might be to go on a shopping spree. However, this is a great opportunity to further your financial future. With […]
The Emotional Impact of Sudden Wealth and How Financial Coaching Can Help
Since sudden wealth often comes with a huge life change such as a death, a divorce settlement, or the sale of a business it can be an extremely emotional experience. […]
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 […]
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 […]
How to Save and Spend Your Inheritance
While coming into money is great problem to have, receiving an inheritance can also be a confusing, emotional, and stressful time. However, it is important that you quickly learn how […]
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 […]
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. […]
What are You Getting from Your Relationship with Your Financial Advisor?
Finding the right financial advisor can be a daunting task. However, it is not impossible. Whether you are looking to hire a professional for the first time or just reevaluating […]
