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Tag: Maryland Attorney

  • What Should I Review When I Receive My Draft 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: 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. is…

  • How Do I Update My Beneficiaries With Financial Institutions?

    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,…

  • What Happens at the Signing?

    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 have…

  • Who Are Your Beneficiaries?

    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,…

  • What if I Need to Make Changes to My Documents?

    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 review…

  • What do my decision-makers do?

    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: When you’re ready, we’re ready. Schedule a time to chat to get started.

  • Who Are Your Decision Makers?

    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-up…

  • Why A Divorced Parent Should Consider a Trust

    Why A Divorced Parent Should Consider a Trust

    Say you have minor kids, you pass away, and you leave money to be used for the benefit of your children (who are now under the full care of your ex). One option is, of course, to leave the money to your kids such that your ex manages the funds while the children are minors.…

  • Misconceptions About Divorce and Property in Virginia

    Misconceptions About Divorce and Property in Virginia

    You might not think about estate planning when you are in the middle of a divorce – but you should. Remember, one of the primary purposes of estate planning is to make sure that your property goes where you want it to go, while you are alive and after you die. You can’t do this…

  • What Is Probate?

    What Is Probate?

    What is probate? Probate is the court-managed process of settling an estate. The court oversees the process from start to finish. First, the court will review the will, if there is one, and appoint a personal representative(person who has authority to act on the estate’s behalf). Second, the personal representative must file accountings to the…