Update Your Estate Plan
The last thing you want to do after going through the estate process is to pretend like it’s durable for everything in life. If your marriage situation changes… Read more
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Estate Plans Aren’t Just About Wealth
Estate plans aren’t about wealth only – they’re about passing on family legacy and values. What family misses the most isn’t stuff, it’s you. Read more
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Loudoun Monoliths: How Data Centers are Changing Your Estate Valuation
Northern Virginia data centers are wreaking havoc on estate valuations. Fair market value adjustments in light of market comparisons are a threat. Read more
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Top Traps In Testacy – Unintentional Liability
Bonds, Surety Bonds — In many jurisdictions, unless it’s explicitly waived in the will, an executor must post a surety bond. This is essentially an insurance policy to ensure they faithfully execute their duties. Read more
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Who I Help: The Self Starter
Like any good self-starter, you’ve Googled the problem, maybe even run it through ChatGPT or some other AI website. The advice is fair enough – start an LLC… Read more
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Who I Help – Preserving Family Legacy
There’s a million questions that come up. I’ve supported blended families, traditional families, and helped navigate through unique and fraught familial situations. Read more
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Who I Help: A Profile Series
In this series, I want to take some time to talk about who I help, not just why I practice what I do. The average person sees lawyers as time suck and a bank-drain. Read more
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Estate Planning Basics: Trusts
As usual, let’s start with some definitions. The grantor or settlor is the person who creates a trust. The Trustee is the person who administers the trust. Read more
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What is an estate plan?
Both answers miss the mark because an estate plan is comprehensive, applicable no matter the age, and valuable no matter your net worth. Read more