Through comprehensive estate planning, Davies, Barrell, Will, Lewellyn & Edwards, PLC helps clients preserve for their heirs the assets they have worked so hard to accumulate. We offer highly qualified, experienced representation that has assisted countless individuals, families, and business owners across the Piedmont region.
We take the time to get to know you and help you define your goals. We review your family situation, finances, home and real estate ownership, employment, investments, and business interests. We advise you of the estate planning strategies best suited to achieve your goals and ensure you have the information necessary to make well-reasoned decisions. At times, we take a team approach to devising your estate plan and consult your accountant, financial planner, insurance agent, and others on whom you rely for financial advice.
Contact us today to learn more about how we can help safeguard your future.
Our estate planning attorneys keep abreast of ever-changing tax and estate laws to ensure clients comply with and take full advantage of them. It is essential for clients to fully utilize the recent unified tax credit in their planning. Clients rely on our expertise to create estate plans that facilitate the handling of wills, trusts, taxes, insurance, property distribution, and the care of minor children. Our plans are sound and designed to withstand challenge.
We craft vital documents for clients, including:
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We counsel estate and trust administrators and fiduciaries to ensure they abide by their legal duties. Our representation ensures debts are settled, assets are distributed, and all appropriate taxes are paid. When probate is required, we attend court proceedings that close the estate. We fully understand estate, tax, and probate laws and can make this process as straightforward as possible.
Located in Culpeper, Virginia, one hour from Washington, D.C., Davies, Barrell, Will, Lewellyn & Edwards, PLC provides a broad range of legal services to individuals and businesses throughout the Piedmont region of Virginia and across the state.
Call (540) 449-0101 to reach skilled Culpeper estate planning attorneys.