Insight utilizes a unique perspective on the estate planning process by offering our clients an array of resources and tools to make their estate plans complete. There's no doubt that estate planning invariably leads to many complex issues including preserving assets, tax consequences, charitable pursuits, retirement, education, and wealth transfer. Our firm offers our clients a workable plan that stresses the importance education, not only for the client, but their loved ones as well. Our firm also provides a continuing maintenance plan to make sure our client's estate plans fit their changing lives and provide protection for their families in the future.
In addition to ensuring assets are properly passed to loved ones, our firm also offers a way to preserve our client's legal. Through a series questions, we develop a structure where memories, accomplishments, and the meaning of their life can be captured and preserved as a permanent legacy for future generations. At Insight we offer our clients a variety of options to preserve and pass on their legacy. We record these conversations by audio or video and provide them with copies to pass on to their loved ones.
Along with estate planning, our firm assists businesses with formation and drafting important agreements. We work together with the business to form a comprehensive strategy for the business and build a relationship to ensure our client's business planning needs are met.
In addition to estate planning and business planning, our firm is active in assisting military service members and their families in obtaining veteran's benefits, medicaid planning, and special needs planning.
The attorneys at our firm are licensed in Virginia, Maryland, and Washington, D.C.