What is estate planning?
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How to Select a Real Estate Agent
This video provides tips from experienced realtors and mortgage brokers on how to sell a home, buy a home, price a home and select an agent.
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This video series will discuss tax return preparation.
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What are the options to prepare my tax return?
This video will give options for tax return preparation.
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Do I have any credits against my tax?
Basic information to prepare an individual income tax return, Form 1040 and the basic schedules.
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What is this alternative minimum tax?
Basic information to prepare an individual income tax return, Form 1040 and the basic schedules.
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How does the self employment tax work?
Basic information to prepare an individual income tax return, Form 1040 and the basic schedules.
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How do I claim my tax credits?
Basic information to prepare an individual income tax return, Form 1040 and the basic schedules.
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Who qualifies as a dependent on my tax return?
Basic information to prepare an individual income tax return, Form 1040 and the basic schedules.
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Who qualifies for tax credits?
Basic information to prepare an individual income tax return, Form 1040 and the basic schedules.
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William A. Conway, J.D., in a professional career as a tax attorney, investment banker, and legal educator, serves his clients with both financial and legal counsel. A graduate of Georgetown University Law Center, he is a registered investment advisor and tax attorney included in both Who's Who in Finance and Industry and Who's Who in American Law. Mr. Conway is also a member of the bars of the Commonwealth of Virginia, District of Columbia, and the State of Maryland.
His practice is dedicated to building wealth enhancement strategies for his client families' estates and businesses, using far-reaching, advanced planning to achieve preserved wealth for generations. The firm's priority is our relationship with our client families and their personal, professional and estate goals.
Mr. Conway was an Adjunct Professor of tax law at George Mason University School of Law, where he taught law for five years and has lectured at Georgetown University Law Center. He annually teaches continuing education courses on estate planning and wealth preservation for attorneys, financial planners, and accountants.
A founding member of WealthCounsel, LLC , he serves as chairman of the Legacy Consulting Group and is a member of the National Academy of Elder Care Law Attorneys. In addition, Mr. Conway serves on the Greater McLean Chamber of Commerce and is President of the McLean Symphony, McLean, Virginia.
Invited for guest appearances on television programs such as "The Money Makers" on PBS, Mr. Conway also created and hosted the radio series, "Legacy," for many years on Washington Business Radio. You may now hear him on his new show, "Family Fortunes" on WTNT 570 AM Radio in the Washington Metro area each Saturday morning.
Generations, an updated companion book to the original "Legacy" radio show, is a 500+ page, hard-backed book, indexed by subject, and includes every aspect of estate planning.
What is estate planning?
In this video series, William Conway explains the basics of estate planning.
This series: 35,549 views
Transcripts
Host: What is estate planning?
William Conway: Well, estate planning is really life planning. Most people think about estate planning as death planning and of course that is a component. Clearly people want to make sure that they understand to whom their property is going and the way it is going in the circumstances or death, but estate planning is far more than that. Estate planning deals with life planning. It deals with what happens to my property in the circumstance of my incapacity or disability. What happens to my property in the circumstance that I might be otherwise unable to direct it because I am on in extremely long trip or perhaps it is simply inconvenient for me for whatever reason to control my assets.
It also deals with life planning of what would happen with those assets in the circumstance of my death when it moves on to others. I can help others by directing those assets to make sure that it is protected for them from any creditors, any predators, divorce and subsequently, from certain forms of taxation. So, estate planning is life planning.
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