January 31: How Tax Reform Will Affect You

As you know, the 2017 tax reform bill – the most substantial change in U.S. income tax in 30 years – is now law. There are positive and negative changes that will affect you, your tax and estate strategies, and especially those of you who own businesses or investment properties. Please join us for our […]

Secure Your Future: Understanding Wills, Trusts, and Insurance

Are you prepared for the unexpected? Please join estate attorney Jessica M. Pannell as we discuss the definition and difference between a will and a trust plan, the benefits of having a trust plan in place for Virginia residents, what happens if you have no plan in place, where and how you can begin to […]

Secure Your Future: Understanding Wills, Trusts, and Insurance

Are you prepared for the unexpected? Please join estate attorney Jessica M. Pannell as we discuss the definition and difference between a will and a trust plan, the benefits of having a trust plan in place for Virginia residents, what happens if you have no plan in place, where and how you can begin to […]

ABLE Accounts & Special Needs Trusts

What is the difference between ABLE accounts and special needs trusts? Both allow families to set aside money for the support of their loved ones with special needs. Come learn the difference between the two and when it’s time to establish them. Let’s talk about strategies that can ensure your financial support and care can […]