Estate Planning

135+
Years of
Serving Businesses
40+
Practicing Areas
of Law
50+
Cross-disciplinary
Attorneys
Estate Planning

LET OUR ESTATE PLANNING ATTORNEYS  HELP GUIDE YOUR FUTURE

Planning for the future is important, no matter your age or the value of your estate. Without a plan for your enjoyment of life and future protection of assets or interests, you risk burdening your loved ones incurring unnecessary expenses, and distributing your estate to be distributed contrary to your wishes. Without a well-thought-out estate plan, your posthumous desires may not be met.

DEPEND ON ANY OF OUR SERVICES

We understand the importance of having a clear and detailed estate plan that will take care of you and your loved ones should you become incapacitated and upon your death. For this reason, we proudly guide our clients with the following:

  • Health Care Power of Attorney
  • Advance Medical Directives (“Living Wills”)
  • Powers of Attorney
  • Wills
  • Testamentary Trusts
  • Revocable Trusts
  • Family Trust
  • Family Limited Liability Companies
  • Business Succession Planning

PRESERVE WEALTH FOR FUTURE GENERATIONS

We assist clients with planning for future generations. Our attorneys will help you with your will and the establishment of one or more trusts, including Family Trusts, Qualified Terminable Interest Property (QTIP), Qualified Domestic Trusts (QDOT or QDT), and “Dynasty Trusts.

SIMPLICITY IN AN OTHERWISE COMPLICATED PROCESS

Here at Vandeventer Black, we know that managing your assets is not always a simple process which can have costly tax ramifications. Our estate planning attorneys will work with you to make it as uncomplicated as possible. We start by reviewing an inventory of your assets to ensure that nothing is left unattended and that your plans are coordinated and clear. Then we discuss your lifetime and testamentary goals, your family situations, and any special needs. From there, we work to outline a plan for you to review and approve. We may recommend that you discuss your decisions with loved ones, and involve them as appropriate. Finally, we will discuss income and estate taxes and how best to hold title to your assets.

SCHEDULE A CONSULTATION

If you would like to speak to someone about your personal estate plan and options, please give us a call. We’ll schedule an initial consultation for you to meet with one of our estate planning attorneys who can answer your questions and help you get started on the planning process. We are proud to extend our services to clients living in North Carolina, as well as Richmond and Norfolk, Virginia.

Articles
COVID-19 and the CARES Act – Partial Termination Relief for Retirement Plans
Robert N. Saffelle
Many employers have had to terminate or furlough employees in 2020 due to COVID-19.   Under IRS rules, a partial termination of a retirement or 401(k) plan may occur when there is a significant reduction (generally more than 20%) in plan participation due to employer-initiated terminations or layoffs during the plan ...
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COVID-19 and the CARES Act – New IRS Guidance and Relief for Retirement Plan Distributions and Loans
Robert N. Saffelle
On June 19 and 23, 2020, the IRS issued additional guidance (IRS Notices 2020-50 and 2020-51) clarifying and expanding relief for retirement plan participants under the Coronavirus Aid, Relief and Economic Security Act (CARES Act).  A previous article summarizing the CARES Act retirement plan provisions can be found here. The ...
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COVID-19 Isolation – A Good Time to Review Your Estate Planning Documents
Patrick W. Herman
Are you stuck at home, isolated from the public, and your normal social interactions?  Perhaps this would be a good time to review those old estate planning documents: your Will, Power of Attorney, Health Care Power of Attorney, and Advance Medical Directive.  Do you have a Revocable Trust that needs ...
Read More

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