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Custom Estate Planning, Ltd.

Custom Estate Planning, Ltd. Wednesday, March 19, 2008. Planning for the Modest Estate. Jean and Paul Dugan have come to meet with me to discuss their estate planning needs. They are in their late 60’s, with an estate of $475,000 and several adult children. They know that they are not in the estate tax range, and are somewhat confused as to what their estate planning options may be. Do you want to remain in your home rather than going to a nursing home? Being able to decide who inherits what, and when th...

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Custom Estate Planning, Ltd. Wednesday, March 19, 2008. Planning for the Modest Estate. Jean and Paul Dugan have come to meet with me to discuss their estate planning needs. They are in their late 60’s, with an estate of $475,000 and several adult children. They know that they are not in the estate tax range, and are somewhat confused as to what their estate planning options may be. Do you want to remain in your home rather than going to a nursing home? Being able to decide who inherits what, and when th...

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Custom Estate Planning, Ltd. | customestateplanning.blogspot.com Reviews

https://customestateplanning.blogspot.com

Custom Estate Planning, Ltd. Wednesday, March 19, 2008. Planning for the Modest Estate. Jean and Paul Dugan have come to meet with me to discuss their estate planning needs. They are in their late 60’s, with an estate of $475,000 and several adult children. They know that they are not in the estate tax range, and are somewhat confused as to what their estate planning options may be. Do you want to remain in your home rather than going to a nursing home? Being able to decide who inherits what, and when th...

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customestateplanning.blogspot.com

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Custom Estate Planning, Ltd.: Estate Planning for a Retarded or Disabled Child

http://customestateplanning.blogspot.com/2008/03/estate-planning-for-retarded-or.html

Custom Estate Planning, Ltd. Wednesday, March 19, 2008. Estate Planning for a Retarded or Disabled Child. Estate Planning for a Retarded or Disabled Child. John and Susan Smith are 67 years old, and have been married for 39 years. They have four children, one of whom, Evan, has Multiple Sclerosis. Evan is 35, and was married for several years, but is now divorced and lives with John and Susan. He has a degree in math, but is unable to work full time. With bypass trusts, the Smiths will not have to worry ...

2

Custom Estate Planning, Ltd.: Update on Special Needs Trusts

http://customestateplanning.blogspot.com/2008/03/advance-health-care-directive-and.html

Custom Estate Planning, Ltd. Friday, March 7, 2008. Update on Special Needs Trusts. Update on Special Needs Trusts. A Special Needs Trust (SNT) is a type of trust that allows family members (or anyone) to leave money and assets to a disabled person without interfering with his or her eligibility for Social Security Benefits. Many disabled persons depend on Social Security Benefits because they are unable to work full time. The beneficiary cannot revoke the trust and use the assets for his or her own use.

3

Custom Estate Planning, Ltd.: Financial Powers of Attorney and Their Use in Northern Virginia

http://customestateplanning.blogspot.com/2008/03/financial-powers-of-attorney-and-their.html

Custom Estate Planning, Ltd. Wednesday, March 19, 2008. Financial Powers of Attorney and Their Use in Northern Virginia. Theoretically, executing a financial power of attorney allows you to choose a person you trust to act on your behalf to make business and financial decisions, virtually all the decisions you could make for yourself, for you in the event that you cannot make such decisions for yourself. The person to whom you delegate this power is called your Agent. Or A ttorney-in-Fact,. Power of atto...

4

Custom Estate Planning, Ltd.: Children and the Estate Planning Process

http://customestateplanning.blogspot.com/2008/03/children-and-estate-planning-process.html

Custom Estate Planning, Ltd. Wednesday, March 19, 2008. Children and the Estate Planning Process. Many clients come into my office to do estate planning with the express intention of making their estates as easy as possible to settle, often out of thoughtfulness for their children. It is ironic, then, that some of the same people have difficulty in deciding on the specifics of an estate plan because of concerns about their children’s feelings. Two important principles come first: the first. My major goal...

5

Custom Estate Planning, Ltd.: Planning for the Modest Estate

http://customestateplanning.blogspot.com/2008/03/planning-for-modest-estate.html

Custom Estate Planning, Ltd. Wednesday, March 19, 2008. Planning for the Modest Estate. Jean and Paul Dugan have come to meet with me to discuss their estate planning needs. They are in their late 60’s, with an estate of $475,000 and several adult children. They know that they are not in the estate tax range, and are somewhat confused as to what their estate planning options may be. Do you want to remain in your home rather than going to a nursing home? Being able to decide who inherits what, and when th...

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Custom Estate Planning, Ltd.

Custom Estate Planning, Ltd. Wednesday, March 19, 2008. Planning for the Modest Estate. Jean and Paul Dugan have come to meet with me to discuss their estate planning needs. They are in their late 60’s, with an estate of $475,000 and several adult children. They know that they are not in the estate tax range, and are somewhat confused as to what their estate planning options may be. Do you want to remain in your home rather than going to a nursing home? Being able to decide who inherits what, and when th...

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Quality Estate Planning at Reasonable Prices. Custom Estate Planning, Ltd. Sarah Stark Parks, J.D., LL.M. Robert J. Patton, Jr., Of Counsel. 3022 Javier Road, Suite 211. Custom Estate Planning, Ltd. Is a Virginia law firm dedicated to estate planning education and to providing clients quality estate planning services at reasonable prices. Of Custom Estate Planning, Ltd. Is licensed to practice law in Virginia, and her services are available to Virginia residents. Robert J. Patton, Jr.

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