Attorneys and Counselors at Law : Serving the Virginia Area Since 1995
Personalized Legal Services
Trust Package
Every family is unique—and your estate plan should be too. We create customized subtrusts tailored to your specific family situation, helping protect your assets, provide for your loved ones, and ensure your wishes are carried out with clarity and care.
Whether you're planning for minor children, blended families, special needs beneficiaries, or long-term wealth preservation, our approach is designed to adapt to your needs.
Subtrusts allow you to set specific terms for how and when assets are distributed, offering an added layer of structure and protection within your overall estate plan. They can help manage assets for beneficiaries over time, safeguard inheritances, and address unique considerations within your family.
By incorporating subtrusts into your plan, you create a more flexible and controlled framework that can respond to changing circumstances while maintaining your long-term intentions.
Will Package
Our will packages are tailored to your unique circumstances, ensuring your assets are distributed according to your wishes and your loved ones are protected.
We take into account your family dynamics, financial situation, and long-term goals to create a clear, legally sound plan—whether you're naming guardians for minor children, outlining specific bequests, or simplifying the probate process.
A will serves as the foundation of your estate plan, providing clear direction on how your property should be handled and who will be responsible for carrying out your wishes. It allows you to designate trusted individuals to manage your estate, care for dependents, and ensure your instructions are followed.
Without a valid will in place, state laws determine how your assets are distributed—often without regard to your personal preferences or family dynamics. A properly prepared will gives you control, reduces uncertainty, and creates a structured plan your loved ones can rely on when it matters most.
LLCs, & Business Succession Planning
Protect what you’ve built and plan confidently for the future. We help structure and coordinate deeds, LLCs, and succession strategies to ensure your assets—and your business—transition smoothly and according to your wishes.
From properly titling real estate and forming LLCs for liability protection to creating clear plans for ownership transfer, management continuity, and tax efficiency, our approach is tailored to your goals and your family or business structure.
Whether you’re preparing for retirement, safeguarding a family business, or organizing investment properties, we provide practical, forward-thinking solutions designed to minimize risk and maximize continuity.
Prenuptial Agreement
Premarital planning helps couples prepare for the financial side of marriage. A prenuptial agreement encourages transparency about assets and debts and sets expectations for how property will be managed during the marriage or divided if the marriage ends. If a couple marries before signing a prenup, a postnuptial agreement may be an option.
Special Needs Stand Alone Trust
A special needs trust (or subtrust) allows assets to benefit someone receiving SSI or Medicaid without affecting eligibility. Including one in an estate plan can preserve benefits while enhancing the beneficiary’s quality of life.
Credit Shelter Trust
A Credit Shelter Trust can help married couples with taxable estates pass more wealth to their heirs by maximizing estate tax exemptions. Although these trusts are less common now that the federal estate tax exemption is up to $15 million, they may still be worth considering for estates near the limit, especially if assets may appreciate significantly.
Deeds
We offer deed search and recording services to support the formation of trusts and LLCs. We also prepare transfer-on-death deeds, which can help real property pass outside of probate at the grantor’s death.
Advance Health Care Directives
An Advanced Healthcare Directive has two main parts: one states the grantor’s wishes for end-of-life care, and the other names an agent to make medical decisions if the grantor cannot speak for themselves. We provide an AHCD in both the Will Package and the Trust Package.
Power of Attorney
A durable general power of attorney lets an appointed agent handle the grantor’s finances during incapacity. During drafting, the grantor can choose which powers to include. We provide a POA in both the Will Package and the Trust Package.
Disposition of Remains Document
A Disposition of Remains document appoints an agent to make funeral and burial decisions. In Virginia, the decision is automatically given to the next of kin if no DOR is made. This document can also state whether the grantor wishes to be buried or cremated. We provide a DOR document in both the Will Package and the Trust Package.
Life Insurance/Irrevocable Trust
Irrevocable trusts offer benefits that revocable trusts do not, including potential tax advantages and asset protection. Because they generally cannot be easily changed or dissolved, they may be useful for high-net-worth estate tax planning, Medicaid planning, long-term care planning, or holding life insurance policies.
Estate Planning Organizer
Our new Estate Planning Organizer, An Act of Love, is a binder system designed to provide you with a comprehensive place to organize and store useful and important information that will be helpful to others in caring for you during any periods of incapacity and during the administration of your estate.
An Act of Love
Created by our founder, Sarah Parks, Esq., this comprehensive binder provides a centralized, organized record of your estate and final wishes for your family.
It goes beyond legal documents—offering dedicated sections for everything from family history and personal details to practical information like home maintenance records, service providers, and even the small details that matter, like your pet’s routines and preferences. Designed to be updated over time, it allows you to add information along the way so everything stays current and complete.
By bringing all of these details together in one place, this binder helps prevent confusion and eliminates the need for your loved ones to piece together important information. It works hand in hand with your estate plan, serving as a practical, living resource that reflects your life and keeps everything accessible when it matters most.
