Estate & Wealth Transfer Planning Insights

Estate & Wealth Transfer Planning

Is Recording my Will Signing on Video a Good Idea?

Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite testamentary capacity.…
self directed IRA

Estate & Wealth Transfer Planning

With a Self-Directed IRA, you Choose your own Investments

If you’re the type who would rather order ala carte rather than a set entrée, you might prefer a “self-directed” IRA. With this option,…
Keep Family Matters Out of the Public Eye by Avoiding Probate | Baltimore MD CPA | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Keep Family Matters Out of the Public Eye by Avoiding Probate

Although probate can be time consuming and expensive, one of its biggest downsides is that it’s public. Anyone who’s interested can find…
Does your Estate Plan Address your Grandchildren Fairly? | Estate Planning CPAs in Alexandria | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Does your Estate Plan Address your Grandchildren Fairly?

Many people, when planning their estate, simply divide their assets equally among their children. But “equal” may not necessarily mean “fair.”…
Members of the Sandwich Generation are in a Unique Situation | Estate Planning CPA in Alexandria | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Members of the Sandwich Generation are in a Unique Situation

The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their children and their…
Make Health Care Decisions While You’re Healthy | Tax Accountants in Washington DC | Weyrich, Cronin & Sorra

Estate & Wealth Transfer Planning

Make Health Care Decisions While You’re Healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This…

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