Monthly Archives: November 2023
Purchases To Potentially Avoid After Inheriting a Lot of Money
If a loved one has informed you that you will inherit a lot of money from their estate, it may be smart to speak to a financial professional now. This can help you avoid many of the most common problems associated with inheriting money and losing that value quickly. With a significant windfall come… Read More »
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 unneeded stress and confusion after you’ve passed away. Most people… Read More »
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 before the end of the year can give… Read More »