STRATEGIC ESTATE & BUSINESS PLANNINGYour family is unique. That’s why you need a customized plan tailored to fit their needs, your budget, and your goals. LEARN MORE
Our approach is cost-efficient with no hidden fees, no retainers, and flat rate pricing. You save money with our non-traditional model.
We take a team-oriented approach – engaging with your trustee, financial planner, accountant, and family to meet your goals.
We craft personalized estate plans that are flexible and tailored to your lifestyle. Your plan is as unique as your family and its needs.
IN AN UNCERTAIN WORLD, PLAN FOR THE UNPREDICTABLE.
Asset Protection & Tax Savings
Your estate is for your loved ones, not for their creditors – talk to us about different types of spendthrift trusts. For high net worth families looking for tax savings, we tailor advanced trusts, like credit shelter trusts, IRA accumulation trusts, and unitrusts.
Small Business Advice
Want to start a business? Need a plan for your business after your death? Talk to us about LLC formation, corporations, bylaws, operating agreements, buy-sell agreements, and contracts. Plans can range from a simple consultation to an ongoing representation.
Special Needs Law
If you have a disabled child, you already have enough on your plate to worry with Medicaid eligibility. We’ll walk you through rules for resources available to your child, like SSI, SSDI, Medicaid, and FIS waivers. Your child may need a supplemental needs trust so that she can benefit from your estate and still be eligible for government programs.
Lower Cost Estate Plans
We can fit your budget by creating basic wills, trusts for minor children, incapacity planning, and Medicaid planning. Every client gets the same customized experience.
Save your family’s time and money on court costs and attorney fees with a revocable living trust, transfer on death deed, or family limited partnerships for the family business.
Want to start a non-profit? We do non-profit formation, non-stock corporations, foundations, and non-profit re-structuring.
Hire us and your initial consultation is free. Just need some advice? We charge a small consult fee.
Sara L. Pope, Attorney at Law, PLLC | P.O. Box 12023. Lynchburg, VA 24506
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