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What You’ve Spent a Lifetime Building

Estate planning isn’t just paperwork — it’s the decisions that determine how your legacy, your family, and your assets are protected long after you’re gone. We help individuals and families across the DMV put the right legal structures in place, clearly and confidently.

Estate Planning Services

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Trust Drafting and Execution

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Estate Planning and Tax Minimization Strategies

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Review and Update of Existing Estate Documents

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Gift Planning and Annual Exclusion Strategies

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Healthcare Directive and Healthcare Power of Attorney

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Durable Power of Attorney

Helpful Estate Planning Articles

Frequently Asked Questions

Contact the law firm that prepared the Will (if there is such a firm) and they may be able to start legal proceedings to have a copy accepted in lieu of the original.

Do not make distribution to anyone or group until the Commissioner assigned to the decedent’s case decides who gets what.

In this situation if you are the administrator of the insolvent estate, do not distribute assets to yourself or others because you may become personally liable for the unpaid taxes due from the decedent.

Depends – – usually the legal fees related to valid estate actions/functions are paid for by the estate. Often the fact that a disgruntled child-beneficiary is unhappy about something will not prevent that beneficiary from having to pay his or her own legal fees.

Usually not, the insurance policy is a contract between your Dad and the insurance company and the insurance company is bound by that contract.

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Ready to start planning for the future? Contact our office today to schedule a consultation and learn how thoughtful estate planning can protect your family and your assets.

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