Prime Estate Planning

Prime Estate Planning What makes our firm different is that we were built with the needs of growing families in mind.

We also help real estate investors ensure their business is an asset for the next generation rather than a risk to their family's security. We understand that real estate development and buy-hold businesses can be challenging to run and targets for lawsuits and we will provide you with the resources you need to protect your success.

DC families, let’s talk probate. Probate can be the legal process that follows death to handle property, debts, taxes, a...
04/25/2026

DC families, let’s talk probate. Probate can be the legal process that follows death to handle property, debts, taxes, and distribution of assets. In Washington, DC, the best time to get proactive is before your family is forced to get reactive. A clear estate plan can help your loved ones avoid confusion, delays, and unnecessary stress.

Send us a message today to start an estate plan designed to keep your family prepared and informed.

Financial Literacy Month check-in: building wealth is important, but protecting it is just as important. A thoughtful es...
04/21/2026

Financial Literacy Month check-in: building wealth is important, but protecting it is just as important. A thoughtful estate plan can help make sure your assets are managed the way you intend, your loved ones are protected, and your legacy does not get lost in confusion or delay. Wealth without a plan is a little too “hope for the best” for our taste.

Contact us this month to review your will, trust, and beneficiary strategy.

It’s National Healthcare Decisions Day ❤️ — the perfect reminder that estate planning is not just about what happens af...
04/16/2026

It’s National Healthcare Decisions Day ❤️ — the perfect reminder that estate planning is not just about what happens after death. It is also about who can speak for you, who can make medical decisions, and whether your wishes are clearly documented before a crisis happens. Don’t leave your family guessing. Make your plan, name your people, and put your wishes in writing.

If you have any questions, send a message or give us a call at 202-559-1651 📞

⏰ Last call — it’s TODAY!Join Attorney Scott Sweitzer for a FREE workshop on Revocable Living Trusts: How to Avoid Proba...
04/16/2026

⏰ Last call — it’s TODAY!
Join Attorney Scott Sweitzer for a FREE workshop on Revocable Living Trusts: How to Avoid Probate & Protect Your Kids and learn how to help protect your family, avoid unnecessary court involvement, and safeguard the wealth you’ve worked hard to build. Doors open at 6:15 PM and the workshop begins at 6:45 PM in Washington, DC. Free parking is included. Don’t put this off — register now and secure your seat before it fills.

Secure your seat HERE: https://lp.prime-estate-planning.com/events/revocable-living-trusts?utm_source=facebook&utm_medium=Retargeting&utm_campaign=26.04.16+Revocable+Living+Trusts%3A+How+to+Avoid+Probate+%26+Protect+Your+Kids&utm_content=Ad+1&utm_id=52538582555887&utm_term=52538582556487&fbclid=IwY2xjawRM2vNleHRuA2FlbQEwAGFkaWQAAC_JCRcPz2JyaWQRMWZreW9Yam5idE1qNnN6UU5zcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeT6bUo8_Ng-Q6V1_TN93D0RFiZp17MmOCJgF-xZniAcepcQFK1GCTWBLTIPU_aem_j_xWOJEVD7X3tw6QvOhmkQ

🌸 Less than one week away!Refresh your estate planning goals and let your future plans bloom at Spring Renewal: Get Your...
04/03/2026

🌸 Less than one week away!

Refresh your estate planning goals and let your future plans bloom at Spring Renewal: Get Your Plan in Bloom with Prime Estate Planning.

Join us for an evening to sip, socialize, and learn — featuring spring mocktails (yes, including an Elderflower Citrus Spritz 🍋✨), networking, and practical estate planning insights in a relaxed setting.

📅 April 7, 2026 | 6:00 PM
📍 Prime Estate Planning
RSVP Here: https://www.eventbrite.com/e/spring-renewal-get-your-plan-in-bloom-tickets-1986075115133?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

Whether you’re starting fresh or updating your plan, this is your chance to get inspired and take action.

04/02/2026

Less than one week to go — and you’re invited. 🌸

Refresh your estate planning goals and watch your future plans bloom with Prime Estate Planning.

Join us for Spring Renewal: Get Your Plan in Bloom — a relaxed, spring-inspired evening designed to help you start fresh or update your existing estate plan with confidence.

✨ Sip. Socialize. Learn.
Enjoy a refreshing Elderflower Citrus Spritz, connect with others in the community, and discover how estate planning can be simpler than you think.

📅 April 7, 2026 | 6:00 PM
📍 Prime Estate Planning

Whether you’re beginning your planning journey or refining your legacy strategy, this is your opportunity to gain expert insights in a welcoming, conversational setting.

Spots are limited and the event is just days away — don’t miss it.

🎟 RSVP now via the Eventbrite link: https://www.eventbrite.com/e/spring-renewal-get-your-plan-in-bloom-tickets-1986075115133?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

Over the coming decades, trillions of dollars will pass from one generation to the next — but without thoughtful estate ...
03/29/2026

Over the coming decades, trillions of dollars will pass from one generation to the next — but without thoughtful estate planning, much of that wealth can be lost to taxes, court involvement, conflict, or unintended outcomes.

Estate planning isn’t just about transferring assets.
It’s about transferring values, protection, and clarity to the people who matter most.

A well-structured plan helps ensure your wealth supports your family the way you intend — not the way default laws decide.

If you haven’t reviewed your estate plan recently, now is the time to start the conversation.

📩 [email protected]
📞 202-559-1651

Life moves fast — and your estate plan should keep up.Major milestones are the perfect time to review or create your pla...
03/23/2026

Life moves fast — and your estate plan should keep up.

Major milestones are the perfect time to review or create your plan:

🏡 Buying a home
💍 Getting married
📈 Career or business growth
👶 Growing your family
📍 Moving states

Your estate plan should evolve with your life to ensure your assets, wishes, and loved ones remain protected.

If something significant has changed recently, now is the time to revisit your plan.

Start the conversation today.

📩 [email protected]
📞 202-559-1651

Do it right and everyone benefits.Estate planning isn’t just about documents — it’s about protecting the people you love...
03/20/2026

Do it right and everyone benefits.

Estate planning isn’t just about documents — it’s about protecting the people you love and making sure everything is handled the way you intend.

A well-structured plan can help:
✔ Protect your family
✔ Avoid unnecessary court involvement
✔ Provide clarity during difficult times
✔ Preserve the legacy you’ve worked hard to build

When your plan is done right, your family gains security, clarity, and peace of mind.

Ready to start the conversation?

📩 [email protected]
📞 202-559-1651

💡 Estate Planning MythMany people believe estate planning is only for the wealthy.But the reality is that about 40% of A...
03/16/2026

💡 Estate Planning Myth

Many people believe estate planning is only for the wealthy.

But the reality is that about 40% of Americans delay or avoid estate planning because they think they don’t have enough assets to justify it.

Estate planning isn’t just about the size of your estate — it’s about protecting the people you care about and making sure your wishes are carried out. A thoughtful plan can help avoid unnecessary court involvement, reduce stress for loved ones, and ensure your assets are handled the way you intend.

Planning today creates clarity and peace of mind for tomorrow.

If you’ve been putting off creating or updating your estate plan, now is the time to start the conversation.

📩 Email: [email protected]
📞 Call: 202-559-1651

Happening This Week 📅 Revocable Living Trusts: How to Avoid Probate & Protect Your KidsJoin Attorney Scott Sweitzer for ...
03/09/2026

Happening This Week 📅

Revocable Living Trusts: How to Avoid Probate & Protect Your Kids
Join Attorney Scott Sweitzer for a FREE estate planning workshop designed for individuals and families with $2M+ in assets. Learn how strategic trust planning can help protect your wealth and keep your family out of unnecessary court involvement.

Choose the session that works best for you:
📅 Thursday, March 12 | 6:30 PM
💻 Online via Zoom

OR

📅 Friday, March 13 | 1:00 PM (Doors open at 12:30 PM)
📍 1 Thomas Circle NW, Suite 700, Washington, DC 20005

Secure your spot and gain practical insights on protecting your family and preserving your legacy. 🔗 Register here: https://lp.prime-estate-planning.com/events/revocable-living-trusts

Address

1 Thomas Circle Suite 700
Washington D.C., DC
20005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12025591651

Website

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