A Transfer on Death Deed May Be Just What You Need
By Dina Koch Photo courtesy of Pixabay Do you own property in Virginia? Do you want to ensure that your beneficiaries inherit your property in the smoothest, most efficient manner possible? Would you like to “avoid probate” for your loved ones upon your passing? If you answered yes to these questions, you may want to […]
Why is the Cadillac Health plan in Northern VA less expensive than the Buick?
A White Paper by Richard Stone, AIF, CPFA, CLU
July 2024
Trust Funding, by Dina Koch, Of Counsel
So, you’ve taken the step of establishing a Trust to distribute your assets to your beneficiaries according to your specific wishes and terms. You may have done so for a variety of reasons, but likely one of those was to eliminate the need for those who will administer your estate and for your beneficiaries to […]
