Safely Storing Your Virginia Estate Plan

If you spend the time creating estate planning documents to protect your interests, you need to take the extra step of safely securing these materials. Too often, it can be difficult for loved ones to find your items in a timely manner, which adds unn ...

Maximizing Year-End Tax Planning with Your Estate

Now that the end of the year is quickly approaching and it's a good reminder to set up a meeting with your CPA or estate planning attorney to discuss any major changes in your life this year. Getting these changes documented or a strategy in place bef ...

Should I Create a Charitable Estate Plan?

Estate planning involves connecting your individual goals and intentions for your assets with clear plans. But one aspect that can easily be overlooked is what happens to your assets if you decide to include gifting them to charity. Depending on how y ...