Estate Planning Services Backed By Experience

Many people (and attorneys) think that any attorney can draft a will or a trust. This is not true. A good estate planning attorney must be conversant with Virginia will, trust, and fiduciary laws, state and federal gift, estate, and fiduciary income tax laws, restrictions on the numerous retirement plan options (IRAs, 401Ks, 403Bs, TIAA-CREFs, pensions, annuities, etc.), state and federal entitlement programs (Medicare, Medicaid, SSDI, SSI, etc.) and investor guidelines. She must also be extremely vigilant as the laws affecting your estate plan are continually changing.

The purposes of an estate plan are to ensure people of your choice are designated to help protect you and manage your assets in the event of your incapacity, protect your hard-earned assets for the benefit of your survivors, and minimize the hassle and strain placed on those survivors in dealing with your death. You accomplish these purposes by creating a plan for the management and distribution of your estate with lawyers who are immersed in these variant areas of law and experienced in how they work together to meet your objectives. You also need attorneys who are dedicated, literally, to the language of the law; you do not want your well-thought-out planning to fail after your death because of incorrect verbiage or fatal grammatical or punctuation errors.

We have extensive experience in drafting the following types of estate planning documents:

  • Simple and complex wills
  • Revocable living trusts
  • Credit shelter trusts
  • Generation skipping trusts
  • Charitable trusts (eg, charitable lead and remainder trusts)
  • Grantor trusts (eg, retained interest and personal residence trusts)
  • Medicaid and veterans asset protection trusts
  • Dynasty trusts
  • Insurance trusts
  • Gifting Trusts
  • Powers of attorney
  • Medical directives/health care powers of attorney
  • Living wills
  • Health Insurance Portability and Accountability Act authorizations
  • Marital agreements
  • Deeds (including deeds of gift, life estate deeds and transfer on death deeds)

At The Peninsula Center for Estate and Lifelong Planning, we believe that giving peace of mind to clients with relatively small estates is just as important as doing sophisticated estate tax planning for clients with larger estates. Whatever the size of your estate, we will help you craft the plan that is right for you.

Making Sure Your Last Will And Testament Are Valid And Enforceable

Based in Williamsburg, we serve clients on the Virginia Peninsula and throughout Hampton Roads, including the Middle Peninsula and the Northern Neck. We offer free initial consultations for estate planning, and we accept Visa, MasterCard and personal check for our legal fees. To schedule a meeting, please call us at 757-969-1900 or email us.

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The Peninsula Center for Estate and Lifelong Planning
461 McLaws Circle
Suite 2
Williamsburg, VA 23185

Phone: 757-969-1900
Fax: 757-969-1903
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