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Estate Planning I

Get That Will Written!

It’s never too early to get your “last will and testament” written.  If you don’t have a will, you’re taking your chances at protecting your spouse, your kids, and your hard-earned finances.  The financial security of your family is simply too important to put off.  

Learn what should be written in your will, the typical costs associated with writing a will, and what other considerations, resources and alternatives are available to you.  In this two hour class, get the information you need to make informed decisions. Materials provided.

Many Power of Attorneys fail because of family disputes, poorly written documents or “off-the-shelf” products. As life expectancies continue to climb, it’s more important than ever to know how to appoint the right person to control your financial affairs when you can’t.  Learn how to use co-agents, disclosure requirements to family members and to help build family harmony around this sensitive  and important matter.  Materials provided.

Myths about Estate Planning  

Confusion, anxiety, fear and uncertainty are caused by rumors, statements about trusts taken out of context, gossip.,  The stories become myths. This course will debunk the 10 most egregious myths that paralyze people from planning. 

The Virginia Department of Aging has stated  that medical directive forms can be completed without the assistance of a lawyer, but you may want to consult one to ensure that you have completed it correctly. 

This class will ensure that you do so, especially considering that on July 1, 2009 the Advanced Medical Directives in Virginia were changed. This class is taught by an attorney who specializes in medical directives. Materials will be provided.

Living trusts are the estate planning architecture of choice for the middle class in Northern Virginia. Learn about the top notch disability planning with living trusts and how to create an estate plan for your children by leaving wealth in a separate trust for each. Avoiding probate, retitling assets into the trust, or funding and more will be presented.

Common Estate Planning Mistakes
and  How to Avoid Them 

An estate plans that works melds counseling-based estate planning to meet changing client objectives and a shifting legal environment. 

Mistakes, such as, not updating after 3 years your current plan, unfunded living trusts, pre-2001 marital trusts, poor choice of substitute decisions-makers, lack of or inadequate disability planning, failure to plan for the payment of long-term care, and (mis)use of joint tenancy with adult children, will be examined so you can avoid these pitfalls. Also addressed are the hidden traps in beneficiary designations of retirement plans, insurance and annuities.