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Estate Planning Kimberly Walters 4/4/23 Estate Planning Kimberly Walters 4/4/23

Trusts Can Protect Your Heirs from Themselves

Making plans to give your heirs a financial inheritance can be an overwhelming process for any individual. While most people want to make sure their heirs are well taken care of, there are always concerns with giving a family member, child, or grandchild a sizeable amount of money.

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Estate Planning, Senior Living Kimberly Walters 3/5/23 Estate Planning, Senior Living Kimberly Walters 3/5/23

Is it Time to Update Your Estate Planning Documents?

It may be time to contact your estate planning attorney if it has been a while since you updated (or reviewed) your estate plan.

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Peninsula Office

Dawn Michelle

757.778.2772

DMichelle@ChoiceConnectionsVA.com

Greater Richmond Area Office

Lisa Hollier

804.364.0123

LHollier@ChoiceConnectionsVA.com

Kim Walters

804.364.0123

KWalters@ChoiceConnectionsVA.com

Virginia Beach/Southside Office

Delores Jacobson

757.807.3535

DJacobson@ChoiceConnectionsVA.com

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