Ashburn, VA 20147
Monday to Friday
Start the Plan for Your Future Now
Oct 4, 2005
How long should I wait for another post?;)Don't stop it!Let me know all about you're studying
Feb 22, 2010
Bobby: Isn't it interesting how most estate plans don't work, but when you care enough about the client to learn who he/she is, they do. Good blog article. Look for your blog on mine with a link to you.
Jul 6, 2010
Good blog, Bobby. I posted it on my blog as one I am following.
Aug 4, 2010
This is a wonderful post! Thank you for sharing. I will retweet it. Would you mind if I linked to it on my facebook page??
Aug 5, 2010
Very touching. Very true. When I hear my grandmother tell old stories, I watch her smile as she relives those times.
Aug 8, 2010
Bobby, thank you for sharing this great post. You can't put any value on family treasures like this…. My best to your aunt!
Aug 18, 2010
Thanks Lila and Mehr. Sure you can tweet what ever you like.
Jan 24, 2011
Bobby, this is a truly marvelous post. Thank you. I've been using these ideas for naming clients' trusts and their business entities for a time now, all, of course, because of John A. Warnick. I've added the idea of using text boxes within the documents to further explain the reason for the name. Thanks again.
May 13, 2011
Robert,I just stumbled upon your blog and found this entry. In your entry, you didn't mention Medicaid or Elder Law. For you and your clients who have an elderly parent with Alzheimers or needing long-term care, you need to contact an Elder Law Attorney. As a Certified Elder Law Attorney, I work with families every day to protect assets in connection with long-term care Medicaid. I could protect some or all of what is left of your father's assets and get most of his care paid for by Medicaid. I'm in Fairfax City, and would be delighted to get together with you to discuss this.
Oct 28, 2011
This is an important point! Way too many people, including their attorneys, never think about this. I have seen it happen many times over my years. Thanks, Bobby. I hope everyone reads the post.
Jan 15, 2013
In early May, please include a map to the parking location. That was a bit confusing last time and we were parked, with other attendees, in the wrong lot. It worked out OK, but there was some confusion.
Aug 2, 2013
I just registered 2 of my colleagues for your estate planning morning session, however, I meant to sign them up for the Aug. 27th session. Thanks and I look forward to partnering with you this year on some workshops!!
InTouch Credit Union
Oct 10, 2014
It is quite obsurd that the contingent beneficiary wouldn’t receive the proceeds if the life insurance proceeds aren’t paid out before the primary beneficiary dies. The law should be more concerned about who the insured wanted their life insurance to go to and less “who died first.” The day I see a contingent benficiary as “estate of my primary benficiary” is the day I start questioning the intelligence of the human race… If the primary beneficiary isn’t there to collect the proceeds of the life insurance policy when it’s paid out the contingent beneficiary should always get the proceeds.
Oct 21, 2014
William, many people I know voice similar concerns on the issues you raise in your comment. In the area of estate planning, I have found that the eyes of the law are cold and the laws are strictly construed. A similar mistake I find in many estate plans is that many people don’t realize that the legal title to your assets will trump your legal documents. For example, if you have updated your Will or Trust but have not updated your beneficiary on a life insurance policy the financial institution will not honor your wishes in your Will or Trust. The insurance policy is a contract like many other financial instruments (IRAs, annuities, TOD accounts, etc) and they will only look to your beneficiary designation even though it may not reflect your current wishes. I have seen assets go to unintended beneficiaries just because the assets have not been properly titled. Tough lesson to learn!
Feb 6, 2015
Hi! Would you mind if I share your blog with my facebook group?
There’s a lot of folks that I think would really enjoy your content.
Please let me know. Many thanks
Feb 9, 2015
It would help to have a tab at the top of the page labeled “Register”. When I did not find a tab, I searched the site for register and found the page. Rather awkward.
Afterward I clicked on “Resources” and found the page. Not intuitive.
Also, on the left it had 2013 events and on the right it had events up through the end of March. But it did have “View All Upcoming Events”. That worked well. Perhaps put that as a Tab up top, or the first and only thing after clicking on Register. Out of date material should be deleted.
Jan 8, 2016
Good post. I’m going through many of these issues as well..
Jan 14, 2016
Great post. I was checking constantly this blog andd I am
impressed! Very helpful information particularly the last part 🙂 I
care for such info a lot. I was seeking this particulkar information for a very long time.
Thank you and best of luck.
Feb 26, 2016
Hi, can you execute a Transfer on Death deed on a deed where the ownership Joint Tenancy with right of survivorship if everyone on the current deed agrees on the beneficiary and is willing to sign?
May 18, 2016
What a beautiful, heart warming story! I live her name and your thoughtful reasons for it. She is a fortunate baby to have such a loving family to guide her through a long, fulfilling life.
We are at the other end. My father’s smile also filled a room and he loved having family fun. He also believed in doing things the right way. As we’ve been handling details following his May 12 death, having his estate in order has made a difficult time easier. I don’t have to worry about taking care if Mom’s lifestyle, because he had provided so well for her. It is definitely labor of love to prepare for the future.
May 19, 2016
Thank you Terri for your kind words. We are very lucky to have her and hope she gets to meet you very soon.
Dear Bobby and Newsha
tears are streaming down my face. How touching, what a lovely letter to Nava and Nava is a lucky little girl to have such thoughtful, loving parents. I look forward reading the periodic updates.
Love you both (and Nava)
Thank you Ingeborg. We love you as well and hope to see you soon 🙂
Bobby, Newsha and Nava,
This is beautiful. It made me smile and it made me cry all at the same time! Truly “music” to my ears. All three of you are blessed and lucky to have one another on this life journey!
Your friend and client,
PS-next time if Nava is sleeping when I see her, I will just have to wake her up…sorry, Newsha!
Love you too 🙂 She is more awake these days lots of play time with auntie Rosalie.
Bobby and Newsha,
Thank you for sharing the beautiful beginning to Nava’s story. You put a huge smile on my face and tears in my eyes. What an awesome start to Nava’s first chapter. Looking forward to meeting her soon. Best wishes.
Thank you for your moving account, and the context for estate planning you share. Congratulations to you and Newsha! Many happy and healthy years to all of you.
Nava Seneca, you are blessed with wise and loving parents. Robert, thank you for sharing your innermost thoughts and feelings. John and Joan Helble
Well said, Bobby, well said. You are on the right path to being a great Dad, that’s for sure!
Enjoy every single minute- I know you will!
Bobby, So beautiful! Easy to tell you have been smitten by the new Princess in your life. Welcome to the universal knighthood of Fatherhood. It makes us stronger and weaker at the same time. What beautiful names you have chosen!
Bobby and Newsha,
Congratulations and many happy, blessed years with Nava. A very heartwarming beginning and it brought tears of joy to me. They grow up quickly so enjoy every moment.
May 3, 2017
Great interesting post
Using trusts in estate planning is vital to make sure that your wishes are followed. Bobby’s system of creating a plan, making sure that its continually updated, and caring for clients throughout will help ensure that the plan actually works.
Excellent post. Spouses need to know what their rights are, no matter the situation. Insight Law certainly can provide all the information to know what a person’s rights are.
Aug 8, 2017
This is my father and he already has an estate plan but definitely needs it updated and said he would like to talk to you. Not sure if he would answer his home phone so email first and ask him a convenient time to call or give him your number to have him call you!
Aug 10, 2017
What are the firm’s 7 stages ?
Nov 13, 2017
To whom it may concern, Can the federal estate tax be paid in installments? My brother and I may in time have to pay an estate tax of over 10 million dollars. My other question is if the majority of an estate value is a business, does that change how the estate tax is applied? Thank you for your time. Mike
Dec 13, 2017
I have a Trust question. I’d like to have an appt. with someone to see if I can get my question answered.
Jan 9, 2018
EP Maint RLT for Michael and Karin Lombardi
Jan 10, 2018
Jan 11, 2018
I was having trouble registering for the client meeting. I intended to reserve 2 spaces for 2/15 at 7-9 pm. Apoogies for the confusion. I was unable to login as my email was not recognized as a registered user.
May 16, 2018
I , Susie Tobias, would like to attend the June 20th session in Ashburn, Va. from 10:00-12:00 pm. However, I am not certain that I have signed in completely because of username and password. Thanks
May 29, 2018
Sorry — I see I selected only 1 seat. Can I reserve 2 please? Thank you!
Jun 11, 2018
Good, please include in the reply that the 21 July date has been removed.
Jul 6, 2018
Wow!!! I will be looking into this immediately. Thank you for this heads-up.