Joint ownership, beneficiary designations, and revocable living trusts all keep assets out of probate court. Only one of them has anything to say when the plan meets something unexpected.
I spend my career helping people protect their money. Today, I was reminded that even knowing what to look for doesn’t make you immune.
Occasionally we speak with clients who have been scammed, or whose parents have been scammed, out of money. We are sharing a guide written by the National Academy of Elder Law Attorneys regarding the most common scams. Please reach out if we can help. Click here to view the guide. Click here or call our office at (540)389-6060 to schedule a consultation with Robyn.
Hoping to avoid probate using a revocable trust? Pay attention to these considerations!
Losing a spouse is hard enough. Suddenly being responsible for finances you have never managed before doesn’t have to be.
If you’ve been putting off estate planning because you’re worried about inheritance taxes, there’s good news. Here’s what Virginia residents actually need to know.
Planning for the future and living in the present aren’t in conflict — they’re the same commitment.
Understanding the fiduciary standard is one of the most important steps you can take before hiring a financial advisor.
Winter sowing isn’t just a gardening method—it’s a reminder that the best outcomes come from preparing early.
A market downturn at the wrong moment can permanently compress your retirement savings. Here is what sequence of returns risk means and how to protect against it.
