Have You Prepare Your Estate Planning Documents in Virginia?

What is estate planning

Let’s face it; nobody relishes the task of creating their estate planning documents, that is, until they do and discover the amazing peace of mind that comes with knowing your loved ones wouldn’t face a lot of inexplicable issues when you’re gone…

Sitting down to prepare your trust and Last Will and Testament is not at the top of anyone’s “this is a fun thing to do" list so it's easy to procrastinate.  Squarely addressing the prospect of your own mortality can be upsetting and the financial questions surrounding what and how to arrange for one’s heirs are disconcerting, however and this is surprising for some of my clients, once the process is completed, its come with a wonderful sense of accomplishment.

Whether you tell yourself there is still time or “I do not have enough assets to have an estate worthy of planning,” the excuses likely run much deeper. Perhaps you are intimidated by the process, by the concept of facing mortality, or the fact that you really need to involve (and pay) an attorney to help you.

Whatever the reason, even if you do not realize that there is a reason, the fact remains – you still need to do it and need to know how to do it right. Need some guidance because you do not know where to start? Fortunately, Forbes has stepped up with just the right article for you titled “What Baby Boomers Need To Know About Making Out A Will.

You see, writing your estate planning documents is not just a set of decisions, but also a part of a comprehensive plan. As you think about what goes where, and to whom, you might come across other issues. The plan you create will not only affect you but the loved ones you leave behind as well. It easy to see why estate planning can be so much more than just a set of documents; it is so much more.

Be sure to engage competent and experienced legal counsel who has been there and done that. Best to know where the blind alleys are and which bridges are out before you begin your estate planning journey.

You can learn more about this topic as well as other strategies on our website under the tab entitled: estate planning in Virginia. Be sure you also sign up for our complimentary e-newsletter so that you may be informed of all the latest issues that could affect you, your loved ones and your estate planning.

Reference: Forbes (January 23, 2014) “What Baby Boomers Need To Know About Making Out A Will

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We've been putting together as many resources as possible so that we can continue to help:

  • If you’re a current client with a signing appointment or a prospective client with a consultation and would prefer that meeting take place in your own home, we can accomplish that with a little bit of pre-planning on our part and with the addition of a laptop, smartphone, tablet or other computer in your home to facilitate this virtual meeting. For those of you that need to sign legal documents, that too can be accomplished with the use of a webcam (FaceTime etc.), so that we can witness and electronically notarize all of your important legal documents.
  • We launched the rollout of our on-demand webinar early so that new clients and our allied professionals can view the important component parts of ‘an estate plan that works’ at their convenience.  That is available on our website.
  • Live video workshops will be produced as quickly as possible and certainly ahead of our previous schedule; we will keep you posted as these events become available. Given the ‘boutique’ nature of the firm, we rarely have more than ten people in our office including team members at any one time. During this period of ‘social distancing,’ we promise to have no more than 8 people at any time.   This allows us to comply with the Governor’s directive to limit in-person gatherings.
  • The best way to communicate with us is still by phone during regular office hours of 8:30 to 5:00, Monday through Friday, or, you can email any of our team members (that is, their first name followed by @zarembalaw.com).  We will respond to these emails as quickly as possible.
  • Please continue to follow the directives of our local, state, and federal agencies. For your health and in consideration of our team who is assisting you, if you’ve scheduled an office appointment or planned to drop off paperwork and are experiencing a fever, dry cough, or shortness of breath, please contact your primary care doctor for guidance and then our office to reschedule.

Thank you, Walt and the Zaremba Team

Update to our Process

The unprecedented coronavirus pandemic has taken our entire country by surprise. We understand how difficult this time is for America’s businesses and families.  However, we believe it is vitally important that we make every effort possible to continue to offer solutions that avoid disrupting our important partnership with you, your family and friends.  As you know, estate planning is not something that should wait for a more convenient time, therefore the opportunity to address your important goals both during and after this crisis should not wait.  To that end, we have added the option of a ‘virtual consultation’ to our office process.  You will now have a choice of either meeting with us in our office or in the comfort of your own home.