Fairfax Estate Planning & Probate Attorney
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The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits 

Sun Apr 15th, on Asset Protection, Wills & Trusts |

/practices/wills-trusts/WARNING:  Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits.

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The Importance of Checking Beneficiary Designations 

Fri Apr 13th, on Asset Protection |

One area of estate planning that many people overlook is their beneficiary designations.

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Supreme Court Ruling in Clark v. Rameker 

Sat Apr 7th, on Asset Protection |

Many individuals leave their retirement plans to a spouse or to their children.  

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Special Handling of Retirement Assets in an Estate Plan

Thu Apr 5th, on Asset Protection, Estate Planning |

Many of our clients’ asset portfolios include sizable IRA or other retirement accounts.

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Managing Risk Through Insurance

Tue Mar 13th, on Asset Protection |

In our business we talk a lot about risk management. 

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Long-term Care Planning - Preserving Your Assets

Sun Mar 11th, on Asset Protection |

This weekend my daughter opened a box of jewelry that was left to her by her great-grandmother. 

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Digital Assets and Estate Planning

Thu Jan 25th, on Asset Protection |

The simple days of keeping boxes of old photos in the basement and leaving your house to do your shopping or banking are gone!  On the whole, we’re better for it. 

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Budgeting Part 3: Instilling Money Values in Children and Grandchildren 

Fri Jan 19th, on Asset Protection, Estate Planning |

This is the third in a three-part series on budgeting.

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Budgeting Part 2: A Fulfilling Method for Setting Spending Priorities 

Wed Jan 17th, on Asset Protection, Estate Planning |

This is the second in a three-part series on budgeting.

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Budgeting Part 1

Mon Jan 15th, on Asset Protection, Estate Planning |

This is the first in a three-part series on budgeting.

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