Historic Lancaster County Courthouse, Lancaster, Virginia.
TRUSTS & ESTATES
One size does not fit all.
Many law firms purporting to specialize in trusts and estates are simply selling pre-packaged solutions that reflect the attorneys' preference for planning your life, your wealth and your estate.
We believe that these choices are as unique as our clients and we have built our reputation by listening to client needs and finding the right set of solutions. Client by client. One at a time.
In addition to drafting wills and trusts, we also draft and offer advice on durable powers of attorney, advance medical directives, medical powers of attorney, irrevocable life insurance trusts, family partnerships, and other documents associated with estate and wealth transfer planning.
We are pleased to assist clients with will and trust drafting and all of their other estate planning needs. Our goal is to help clients distribute their property to their intended beneficiaries as desired and limit exposure to unnecessary estate taxes. We also assist clients in sophisticated means of probate avoidance and probate cost minimization services. We believe strongly that each of our clients benefit from our experience in estate planning, wealth transfer and tax planning.
In addition to a consideration of financial matters, we aid clients in the development of living wills, powers of attorney and other estate planning instruments that provide a measure of protection in the event of an unexpected illness or injury. Through careful estate planning, we help our clients reduce the likelihood of family disputes, guardianship or conservatorship costs, and other challenges that can arise when an individual's wishes are not clearly defined. Our attorneys also assist with trust administration.
Morgan W. Alley is a certified financial planner.
Probate And Estate Administration
If you have lost a loved one, the last thing you want is to deal with the stress of a complex probate process. Before property can be distributed, however, fiduciaries may have extensive responsibilities for gathering and selling assets, locating heirs and giving them proper notice, satisfying creditors, obtaining the proceeds of life insurance policies and other non-probate property, obtaining appraisals, preparing accountings, and preparing and filing tax returns. Simply qualifying as an executor or personal administrator (if the deceased died without a will) can be confusing to novices. Dunton, Simmons & Dunton, L.L.P., advises and assists clients through every step of settling their loved one's estate.
Call Morgan or Ammon now and find out how we can help.