After your estate plan is drafted, we will send it to you for your review. At minimum, you should confirm: Some clients like to read every word and some like to just confirm the basics noted above. Please feel free to review as much of the document as you would like. Lisa Mathews, Esq. isContinue reading “WHAT SHOULD I REVIEW WHEN I RECEIVE MY DRAFT ESTATE PLAN?”
Author Archives: Lisa Mathews
HOW DO I UPDATE MY BENEFICIARIES WITH FINANCIAL INSTITUTIONS?
Some of your assets will not be transferred to beneficiaries based on the instructions in your will. This includes things like: For these assets, you need to provide instructions directly to the financial institution. Contact the financial institution that manages each account to request the correct form or method to update your beneficiaries. For example,Continue reading “HOW DO I UPDATE MY BENEFICIARIES WITH FINANCIAL INSTITUTIONS?”
WHAT HAPPENS AT THE SIGNING?
Mathews Law will help you get your documents signed so that you can move on with your life! The “signing” simply refers to the execution of your new estate plan. Mathews Law offers two options: You can have the signing at the office of Mathews Law, located in Old Town, Alexandria, or you can haveContinue reading “WHAT HAPPENS AT THE SIGNING?”
WHO ARE YOUR BENEFICIARIES?
Decided where your assets should go after you die is one of the primary purposes of an estate plan. One of the most common questions people have is who should be their beneficiaries. The good news is this decision is entirely up to you. Your assets can go entirely to one person, to multiple people,Continue reading “WHO ARE YOUR BENEFICIARIES?”
WHAT IF I NEED TO MAKE CHANGES TO MY DOCUMENTS?
This is your plan and changes can be made when needed. Before Signing If you are a current client and need to make changes to the documents before signing, simply let Mathews Law, PLLC know of the changes that need to be made. We will update your draft and send it to you for reviewContinue reading “WHAT IF I NEED TO MAKE CHANGES TO MY DOCUMENTS?”
WHAT DO MY DECISION-MAKERS DO?
Your decision-makers will be responsible for ensuring your plan is followed and your wishes are honored. Here’s a description of the types of decision-makers in an estate plan: If you would like help creating an Estate Plan, please reach set up a free consultation here. If you are an existing client and have a specificContinue reading “WHAT DO MY DECISION-MAKERS DO?”
WHO ARE YOUR DECISION-MAKERS?
Decision-makers are those who will make decisions for you when you cannot make them for yourself. These decision-makers are needed if you become disabled or when you die. Take the time to determine who decision-makers are early in the process to prevent delay. Prior to your consultation, we recommend determining both your primary and back-upContinue reading “WHO ARE YOUR DECISION-MAKERS?”
Get your free Advance Medical Directive!
Haven’t gotten around to creating your estate plan yet? I get it, there is no good time to meet with a lawyer. 🙂I’m giving away a free Advance Medical Directive (with full instructions!) to get you started. This is the most important document in an estate plan and can save your loved ones a lotContinue reading “Get your free Advance Medical Directive!”
Benefits of Creating an Estate Plan
COVID-19 has prompted many to contemplate important topics such as end-of-life decisions and estate planning. By making these choices and preparations in advance, families can ensure that they are carrying out the wishes of their loved ones and also prevent some of the difficulties that are often faced in these circumstances. The resources below touchContinue reading “Benefits of Creating an Estate Plan”
Resources for Children and Divorce
Just as divorce is a life-altering event for adults, it can be a difficult and confusing time for children as well. Adjustments such as moving, changing routines, and trying to make sense of the process can lead to a mix of emotions and reactions. As you try to help your children navigate through this challengingContinue reading “Resources for Children and Divorce”