Are you getting ready to plan your estate in Virginia? There are a whole host of details that you need to absorb. You want to make sure that you leave a viable estate for your family members to inherit. To do so, you need to know about issues such as taxation. This...
Estate Planning & Wills
4 of the most important estate planning documents in Virginia
Estate planning is an important process that everyone in Virginia should go through. It ensures you and your assets are taken care of in the way you want before and after you die. There are several different documents that can be part of an estate plan, but some are...
Forms of help for your financial planning
Financial planning entails a series of processes to protect your personal and business finances in Virginia. It's important to make the most of your financial planning by using the resources available to you. Budgeting As the prices of everyday products increase,...
Revocable living trusts and what you should know
A trust is a great instrument to help keep your Virginia estate strong and protected. In a trust, you have a legal agreement that keeps your assets from creditors, the IRS and false heirs. However, giving your possessions to the beneficiaries you choose is more...
What certifications are needed for estate planning?
Planning an estate in Virginia can be a complex and tricky affair depending on the estate involved. This is the kind of task for which a number of industry certifications are helpful. You may want to work with a professional who possesses them so that your plan can be...
Creating a plan for your assets
Estate planning will give you control over your assets while providing you and your loved ones with security and privacy. No matter your age or level of wealth, a developed plan for how your assets will be handled can give you peace of mind. When your affairs are in...
Preventing a will contest
If you live in Virginia and you are preparing a will, you may be concerned about someone contesting it, resulting in your wishes not being carried out. There are a few things you can do to help prevent this. Communication and planning ahead The first step is to be as...
Things you can do to help your family after your death
Providing for your family is a priority, even when thinking about what life might look like after you pass. Having a thorough estate plan in place may do more for your family than you realize, though. While a will is an excellent start to planning, it does not...
What not to do in estate planning
Estate planning and wills in Virginia give you the means of transferring your estate without conflict. The proper administration of assets is a real challenge that an estate owner is left with after their death. As simple as it might initially seem, your belongings...
When should you review your will for changes?
After creating your will, you should review it periodically to make sure it still aligns with your wishes. You can update your will as needed to match changing family and personal circumstances. In general, consider reviewing or updating your will after these common...
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