You’ve invested extraordinary amounts of time, effort and determination to achieve security, build a business or provide for loved ones. Now it may be time to consider making a modest investment in planning for your legacy. Without planning and proper documentation, much of what you have worked to accomplish may dissipate on your death in ways you never intended. To speak with an attorney now and explore your estate planning options, contact our Firm by clicking here.
Wealth Transfer Strategies
Trusts can serve a variety of useful purposes for individuals apart from their estate planning objectives. They may be used to transfer wealth to subsequent generations, on terms that promote its responsible use. They may be used to provide for dependents who are incapable of taking care of themselves. They may be special needs trusts, created to ensure that beneficiaries who are disabled or mentally ill receive gifts or other funds without losing any government benefits to which they may be entitled. A well-conceived and skillfully arranged trust may advance any number of your aspirations for the future use and disposition of your assets. We provide thoughtful and practical counsel on trust formation, assisting our clients in constructing workable and effective trust structures.
Estate Planning Strategies – Wills and Trusts
The Callan Law Firm, P.C. can help you take stock of your estate, define and organize your objectives, and develop appropriate strategies to best suit your desires. Although taxes may not be entirely avoidable, they can be minimized. To the extent specific circumstances allow, spouses and other dependents may be assured of support and maintenance. To learn more about wills, click here. To learn more about trusts, click here. To speak with an attorney now, email our Firm.
Business Succession Planning
We also undertake succession planning with our clients who want to provide for the continuation of their business enterprises as a legacy for the next generation. The capabilities of our business, real estate and tax practices contribute to developing a comprehensive roadmap, resulting in a tax efficient and practical transfer of enterprise ownership and control.
Guardian & Conservatorship
If you have a loved one who may be in need of the protection afforded by a guardianship or conservatorship, we can advise and represent you. The Callan Law Firm, P.C. can provide advocacy and representation in a wide range of matters related to guardianships and conservatorships for clients in Virginia:
- We can represent family members in establishing guardianship or conservatorship of a loved one.
- We can defend people who are the subjects of guardianship cases.
- We can serve as a permanent guardian or conservator for persons with Alzheimer’s, dementia and other conditions that have compromised their safety.
- We can serve as guardian ad litem, a neutral lawyer appointed by a judge to represent the interests of an incapacitated person.