You may download our estate planning seminar materials to follow along with the presentation videos, below.

Video 1: Introduction to Estate Planning, Probate and Intestacy

Learn about the basics of Estate Planning, the Probate process in Virginia, Maryland and D.C., and the Intestacy rules that apply when you don't have a Last Will and Testament.

Video 2: Last Will and Testament

Learn about the Last Will and Testament, what goes in a Will, how to choose Executors, guardians for minor children, and specific bequests, charitable bequests, and how to properly sign your Will.

Video 3: Medical and Financial Powers of Attorney

Learn about Medical Powers of Attorney, Advance Medical Directives, and Durable General Financial Powers of Attorney for incapacity planning.

Video 4: Tax Planning for Your Estate

Learn about estate tax, death tax and inheritance taxes in Virginia, Maryland and the District of Columbia and how they affect your estate planning.

Video 5: Guardianship Issues and 529 College Savings for Parents of Young Children

Learn about temporary guardianship, international travel, permanent guardianship, and 529 College Savings Plans as you explore Estate Planning for parents with young children.

Video 6: Introduction to Trusts and Testamentary Trusts

Learn how a Trust works to separate legal title and beneficial ownership, and learn how a Testamentary Trust can be added to your Last Will and Testament to add control of assets after your death.

Video 7: Revocable "Living" Trusts

Learn about Revocable "Living" Trusts and the benefits of avoiding probate, protecting assets from creditors, planing for incapacity, reducing taxes, and controlling assets after death.

Video 8: Irrevocable Asset Protection and Life Insurance Trusts

Learn about Irrevocable Asset Protection Trusts for asset and creditor protection, and Irrevocable Life Insurance Trusts for estate tax planning.

Review pricing & services: Estate Planning Packages

Schedule an initial estate planning consultation: Contact Us


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