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Tag Archives: estate planning

Another Speaker Confirmed for Navigating the Caregiving Journey on Oct. 7

Provided by Strategic Management Partners Gary Altman, Esq., recognized as a Maryland & Washington, DC “Super Lawyer,” is confirmed to speak at Navigating the Caregiving Journey on Oct. 7, 2017. He will lead a discussion on basic estate planning documents needed by the elderly; how to own & title assets in order to minimize financial elder abuse and insure wishes are …

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Meet the Attorney: Thomas D. Duling

Provided by Compton & Duling, L.C. To spend time in the company of Thomas D. Duling, Compton & Duling’s Wills, Trusts, and Estates Partner, is to spend time in the company of a connoisseur.  Tom has been with the firm for forty-four years, and in that time, he’s brought a wealth of knowledge to his clients, both in his professional …

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Essential Conversations about Family Wealth

Provided by Whitlock Wealth Management How confident are you about your family’s finances? How often do you discuss money with your loved ones? According to the Family Wealth Checkup study by Ameriprise Financial, there’s a correlation between financial confidence and communication. While many families are discussing financial issues, they tend to shy away from diving deep into topics like inheritance …

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Hometown Estate Planning

By Ashley Claire Simpson Imagine all the things you’ve spent years working to secure: your savings accounts, your home, maybe even a vintage car. Then, think about what will happen to all of your prized possessions, and even the financial security you’ve worked hard to obtain for your family, after you pass away. Northern Virginia-based attorney Richard Phillips, owner of …

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5 Steps for Aging and Estate Planning

By Bennett Whitlock, CRPC® Private Wealth Advisor It’s important to have the right documents in place to ensure that you have the help and care you need as you age—and that your estate is handled in the way you want. The following five steps can help: 1. Set up a health care proxy: Also known as a health care power of attorney, this enables you to appoint someone to make medical decisions …

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Things to Consider When Estate Planning

(StatePoint) You may worry about what will happen to your house and property when you’re no longer willing or able to care for it — particularly if you own property that has special meaning to you, such as a family home or woodlands. With so many options on the table, it’s important to research the facts, make important decisions and …

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