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 […]
It’s Raining Lawsuits…Do I Need a Personal Umbrella Policy? [Watch Now]
Is it worth having an umbrella policy? If you have significant assets, it could be worth the research. Your liability insurance within your auto and homeowners insurance policies might […]
What to Do With Your Payroll Tax Deferral
In an effort to provide financial relief during the coronavirus pandemic, an executive action was signed to allow employers to defer payment of employee-side Social Security payroll taxes through the […]
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 […]
Retiring During a Global Crisis? Yes, It’s Still Possible!
Are you still thinking about retiring during a global crisis? It might sound like the wrong time, but in actuality, it’s still possible! The current uncertain times may have provided […]
6 Ways the Coronavirus Can Affect Your Divorce
If you are in the middle of a divorce, dealing with coronavirus-related changes and uncertainty can be especially overwhelming. Continue reading to learn 6 ways the coronavirus can affect your divorce in […]
Time to Reassess Your Financial Plan? Life During a Pandemic
Is it time to reassess your financial plan? Life during a pandemic such as the COVID-19 crisis has forced many to reevaluate their finances during this time. The choices you make now […]
