Blog
5 Qualities It Takes to Create A Relational Estate Plan
Relational Estate Planning: How It's Different and Why It Requires More of Us Relational estate planning uses your end-of-life plan to focus on your loved ones’ well-being, rather than just making a plan to distribute your assets. It's an entirely different mindset...
2020 Is The Year To Write Your Ethical Will
2020: A year that's changing world, a year that's changing us. When it comes to Ethical Wills, we always say the time is NOW. But 2020 has made this all too real for us. There has never been a better opportunity to write your Ethical Will, and we’re asking you to...
To Our Sons: Sam and Ellen’s Ethical Will
Our friends, Sam and Ellen, recently finished their estate plan. They have two young boys who are their pride and joy, and they were concerned with making sure they had guardians place for them. After providing for the boys’ physical wellbeing by creating a Will,...
Where to Start When Your Loved One’s Estate Is a Mess
As a Personal Representative for your loved one's estate, you already have a big job ahead of you. So to find that their estate is disorganized and unprepared can be overwhelming and discouraging. Where do you even start? I’ve put together four action steps you can...
A Grandmother’s Love
If you have a personal item from someone who has passed away, you know how much that simple possession can mean. Sometimes the smallest things are the things we treasure most, because they connect us to someone we love and can no longer be with. At least that’s how it...
Estate Administration in Virginia: An Aerial View
Estate administration has a bad reputation for being confusing, drawn-out, and difficult to navigate. Which can be true, especially with large complex estates. But if you have an aerial view of what it’s all about, estate administration doesn’t have to overwhelm...
Emotional Health Amid A Pandemic: Amanda LaRose
Throughout the pandemic, we've tried to partner with individuals and small businesses who are offering help and advice. As we stay in the COVID-19 conversation in the Winchester and Northern Virginia community, we will provide as many resources for our clients and our...
Getting Certain Things To Certain People When You Die
Getting Certain Things To Certain People - Why Does It Matter? Think for a moment about the most valuable things you own. If your house was on fire, what would you grab on your way out? For most of us, our most treasured possessions are pictures of our kids, gifts...
Basic Dos and Don’ts For Agents And Executors
As someone's agent or Executor, you have a challenging but extremely important job ahead of you. If someone trusts you enough to put their end-of-life care or the carrying out of their post-death wishes in your hands, there can be a lot to live up to. My hope is to...