Are You Searching For An Experienced, Dedicated Financial Planning Partner?
If you have been seeking a true, dedicated financial planning partner you should contact us online or call our Virginia Beach office directly at 757.490.3500 to schedule your consultation. We have offices throughout Virginia including Chesapeake, Newport News, Norfolk and Suffolk.
- Page 1
-
What Does It Really Mean to Leave Someone Your Home?Your home is likely one of the most valuable assets you own, if not the most valuable.
-
The True Cost of Inheriting a HomeInheriting a home can bring hidden costs like taxes, insurance, and upkeep. Learn how financial planning lawyers help heirs manage obligations wisely.
-
12 Estate Planning Mistakes You Can’t Afford to MakeHere are 12 common estate planning blunders we see far too often - mistakes that can compromise your legacy and cause unnecessary stress for your loved ones.
-
Why Having a Will or a Trust Is Important for Your Estate PlanningCreating a will, a trust, or both is one of the most important steps you can take to protect your legacy and your loved ones. Read blog for more info!
-
From First Steps to Financial Independence: A Trust That Grows With Your ChildLearn how a financial planning attorney can help create a flexible trust that grows with your child, protects assets, and ensures long-term security.
-
Don’t Just Work on Your Golf Game—Work on Your Estate Plan TooJust like golf, estate planning requires strategy and flexibility. Learn how estate planning lawyers can help protect your legacy and loved ones. Read more!
-
Minimalism May Benefit Your Lifestyle and Finances—But Not Your Estate PlanMinimalism may simplify life, but not your estate plan. An estate planning lawyer ensures your family and assets are fully protected. Read blog for more!
-
Is Your Estate Plan Hiding an Income Tax Time Bomb?Protect your heirs from hidden income tax on inherited assets. Review your estate plan with an experienced attorney to safeguard your family’s legacy.