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Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now.

– Denis Waitley

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Estate Planning

The impending uncertainty of estate planning

A sense of uncertainty has emerged under the new administration surrounding estate planning for the year 2017. President Trump has expressed his intent to implement significant changes to U.S. tax policy. However, the degree to which those changes will occur remains ambiguous. Nevertheless, there are strategies that individuals, families and small businesses can use when

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The use of 529 college savings accounts in estate planning

The greatest tax advantage of Section 529 college savings accounts is that it is permitted for them to increase earnings without being subject to federal tax, and generally not to state income tax either. When the account beneficiary reaches college age, tax-free withdrawals can be made to finance the beneficiary’s qualified college expenses. Although 529

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How divorce can affect your estate plan with respect to your will and beneficiary designations

Whenever you experience significant life-changing events, it is recommended that you revisit your estate planning documents to make certain that they are in compliance with your wishes. In Virginia, a final divorce decree affects specific aspects of estate planning, but a separation has no such impact. Unless expressly stipulated otherwise, upon the entry of a

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Preventing disputes among your grown children over their inheritance

Siblings are often contentious regarding the inheritance of their parents’ assets. However, such acrimony can be avoided by implementing certain steps that will prevent any type of forced sharing among your children. In order to prevent financial disputes among your adult children, refrain from using a pot trust, which is the term used by many

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How your child with a disability can benefit from a special needs trust

If you have a child or grandchild with special needs, you may wish to create a special needs trust to ensure that the child receives the necessary care and financial assistance through adulthood. The trust sets aside funds for the benefit of the child, and is managed by the trustees, who are usually family members

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