Blog
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The ABCs of Estate Planning: C is for Core Documents (Part 2: Trusts)
Last week, we talked about wills—what they do, what they don’t do, and why almost every estate plan still needs one. This…
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The ABCs of Estate Planning: C is for Core Documents (Part 1: Wills)
When people come to me to start estate planning, one of the first questions I hear is: “Do I even need a…
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The ABCs of Estate Planning: B is for Beneficiaries
If you’ve ever looked at your accounts and thought,“I think everything is set up correctly…” you are not alone. Beneficiary designations are…
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The ABCs of Estate Planning: Where to Start
Part 1: A is for Ancillary Documents This month, I’m walking through the ABCs of estate planning in a short 4-part series—starting…
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How a Revocable Living Trust Protects You During Incapacity (and Why a Power of Attorney Alone Isn’t Enough)
When most people think about estate planning, they’re thinking about what happens after they pass away. But in practice, one of the…
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When the Advance Directive and the Healthcare Agent Disagree
Why incapacity planning often depends less on the document—and more on the person interpreting it Estate planning conversations tend to revolve around…
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When Does a Power of Attorney Actually Become Effective?
A closer look at timing, authority, and practical realities under Virginia law Throughout this month I’m focusing on different aspects of incapacity…
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What a Power of Attorney Really Does
(And Why It’s One of the Most Important Documents You’ll Ever Sign) When clients come into my office and we start talking…
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What Happens to Your Children If Both Parents Die in Virginia? What Every Parent Needs to Know
For parents, few questions feel more difficult to consider than this one: What would happen to my children if something happened to…
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Estate Planning in Virginia: Everything You Need to Know to Protect Your Family, Your Assets, and Your Peace of Mind
Estate planning is one of those things most people know they should do—but few fully understand. Many assume estate planning is only…