LEGAL INSIGHT

5 Good Reasons to Decant a Trust

Today, many estate plans contain an irrevocable trust that will continue for the benefit of a spouse’s lifetime and then continue for the benefit of several generations. Because trusts like these are designed to span multiple decades, it is important that they include trust decanting

Read More

Three Important Concerns Self-Employed Individuals Should Address

Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the average worker, a lot of responsibilities lie on your shoulders. Working together, we can craft a comprehensive estate plan that will help you address three important concerns you may have.

Read More

subscribe to our newsletter

Contact Us

We're here to help

6722 Patterson Avenue, Suite B Richmond, VA 23226

FREE Personal Asset & Liability Worksheet

This personal financial statement template is a great tool to keep track of your personal assets, liabilities, income and expenses.