The BEST EVER estate planning seminar for parents of minor children! Mathews Law presented the best ever webinar for parents of minor children to make sure that your little rascals are cared for. Watch the video to see: What estate planning is (hint: it is NOT just creating a will) and why it is vitalContinueContinue reading “Attention Virginia Parents: The Best Webinar For Parents of Minor Children”
Author Archives: Lisa Mathews
New Year, New Goals. Create or Update your Estate Plan!
“I like the dreams of the future better than the history of the past.” —Thomas Jefferson The start of a new year is a great time to reassess your priorities and make positive changes in your life. One important step you can take to protect yourself and your loved ones is to create an estateContinueContinue reading “New Year, New Goals. Create or Update your Estate Plan!”
What Should I Review When I Receive My Draft Estate Plan?
After your estate plan is drafted, we will send it to you for your review. At minimum, you should confirm: Your name(s) are spelled correctly The names of your beneficiaries and decision-makers (referenced as agents) are accurate The names of your beneficiaries and decision-makers are spelled correctly Beneficiary distribution instructions are stated as you intendedContinueContinue reading “What Should I Review When I Receive My Draft Estate Plan?”
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: Retirement accounts (401K, 403b, 457, pension, IRA) Life insurance Annuities Transfer on death (TOD) or payable on death (POD) accounts. For these assets, you need to provide instructions directly to the financial institution. ContactContinueContinue 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 haveContinueContinue 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,ContinueContinue 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 reviewContinueContinue 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: Medical Power of Attorney (or Medical Agent): Someone to make medical decisions for you if you cannot make them for yourself. This person only makes medical decisionsContinueContinue 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-upContinueContinue reading “Who Are Your Decision Makers?”
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 touchContinueContinue reading “Benefits of Creating an Estate Plan”