Time flies, doesn’t it? Here’s a checklist to make sure that your children are as prepared as possible before they head off to college. 

Contact us to schedule a Legacy Roundtable with you, your loved ones, your estate attorney, and your financial advisor. We’ll lead it for you.

The IRS has just waived required minimum distributions for some IRA beneficiaries.

With the new academic year right around the corner, now is the time to review the changes to the Free Application for Federal Student Aid (FAFSA) process.

Tax time is coming up fast. Start with these helpful tax guidelines for 2023 and 2024.

The FDIC has changed the rules on how it insures your family’s trust. 
Beginning April 1, 2024, the money held in the bank by your revocable or irrevocable trust will be covered under one rule.

We hope you are looking forward to the holidays and the opportunity to relax and celebrate with friends and family.

We are pleased to announce that Jessica Marchegiano, our founding attorney, has been named to the 2023 Top Lawyers list by Northern Virginia Magazine.

The end of the year will be here before we know it. To help you get ahead, we’ve created a checklist of top-priority items to address before the year ends.

The SECURE Act altered how a beneficiary of an IRA is required to take withdrawals. Because of this, it may be more advantageous to make a trust the beneficiary of an IRA.