by Dick Boatwright | Jan 17, 2019 | Estate Planning
My friends say I need a Trust Many clients come in for a consult about estate planning and say they have heard that a Trust is necessary. We advise that a trust may, or may not be necessary, depending on a number of factors including the clients’ goals, family...
by Dick Boatwright | Oct 4, 2018 | Estate Planning
RETIREMENT ACCOUNTS and Beneficiary Designations Some of the costliest estate planning mistakes involve retirement accounts. Contrary to popular belief, IRAs and 401ks are not normally covered by a will. Instead upon the death of the account owner, the funds pass to...
by Dick Boatwright | May 13, 2016 | Estate Planning
Our clients often come in for a consultation with questions related to probate. They have heard that probate is something they should avoid for the sake of their loved ones. They have heard that the probate process in Virginia can be time consuming and expensive. What...
by Dick Boatwright | Mar 24, 2016 | Estate Planning
A husband and Wife have just signed their Wills. They naturally have every expectation that the language in their Wills is controlling as to what happens to their property when they die; However, if the Will preparer has not become familiar with how the couple own...
