Estate Plan

What to Know About Estate Planning for Non-U.S. Citizens

Known as a melting pot of the world, the U.S. is made up of people from all over the world. It is also home for numerous non-U.S. citizens, who spend a large part of their lives in this country. The Washington, DC metro area has many non-citizens residing here, some being lawful permanent residents (“Green […]

Read More
Older couple discussing estate plan with attorney.

Can Dementia Impact the Validity of Your Estate Plan?

When you create an estate plan, one of the most important things is to ensure that its validity won’t be called into question when the plan documents are needed. This could be use of a Durable General Power of Attorney in the event of incapacity, or use of a Will or Trust after someone dies […]

Read More
Child with a prosthetic leg playing with blocks

Avoid These 4 Mistakes When Creating a Special Needs Trust

When their child has a disability, parents want to provide them with the proper assets necessary to protect their future. A Special Needs Trust, often referred to as a Supplemental Needs Trust (SNTs), is a legal tool that allows an individual appointed by the family to be responsible for managing money and making decisions for […]

Read More
Couple choosing a guardian for their children.

Choosing a Guardian for Your Children: What to Consider

No one likes to think about what would happen if they should pass away unexpectedly. However, for parents, one of the biggest responsibilities is to ensure that their children are safe and cared for. This is why it is so important to choose a guardian for your children. Guardianship is a legal process in which […]

Read More
Last will and testament.

What Is a Child Protection Plan?

As a parent, the most important job that you have is to protect your child(ren). While you may have everything in place to protect your children while you are with them, what transpires in the event that something was to happen to you and your spouse? Although it’s not necessarily comfortable to think about, it […]

Read More

The Pandemic and Peace of Mind

There is no question that the entire world is in an unprecedented situation. The globalization of modern times makes the current pandemic both a critical health crisis and an economic upheaval on a massive scale. We are all in uncharted waters and relying on both experts and each other for solutions. And, of course, there […]

Read More
Someone signing a will

Should You Have a Living Will?

Estate planning often conjures up the image of those towards the peak of their lives – not those who are young working professionals. It can be extremely difficult to think of us as mortal beings that will likely get older and face more medical challenges. However, it is important to keep in mind that it […]

Read More
Newlyweds holding hands in a field.

6 Things About Estate Planning Newlyweds Should Consider

The establishment of marriage is all about joining two lives. For many couples, this includes bank accounts, taxes, and homes. But one very important aspect that many newlyweds don’t even consider is the creation of an estate plan.  While you may believe that estate plans are for those who are of older age, an estate […]

Read More
Living trusts on a table.

Living Trusts: What to Know

In my conversations with clients I often find there is a lot of confusion about what a Living Trust is and how it can benefit someone. Part of my discussion of Living Trusts has to do with the fact that there are benefits to a client both during their life and after their death. This […]

Read More
Woman on phone, looking at her digital assets.

Creating an Estate Plan? Don’t Forget Your Digital Life

With more and more technology now becoming a staple in our daily lives, it is very important to take your digital life into consideration when establishing an estate plan. Keeping up with one’s digital presence has been difficult in the past, but now that estate planning laws have almost caught up with technology, estate plans […]

Read More