STRATEGIC ESTATE & BUSINESS PLANNING

Your family is unique. That’s why you need a customized plan tailored to fit their needs, your budget, and your goals.
LEARN MORE

STRATEGIC ESTATE & BUSINESS PLANNING

Your family is unique. That’s why you need a customized plan tailored to fit their needs, your budget, and your goals.

Affordable

Our approach is cost-efficient with no hidden fees, no retainers, and flat rate pricing. You save money with our non-traditional model.

w

Collaborative

We take a team-oriented approach – engaging with your trustee, financial planner, accountant, and family to meet your goals.

Customized

We craft personalized estate plans that are flexible and tailored to your lifestyle. Your plan is as unique as your family and its needs.

SERVICES OFFERED

IN AN UNCERTAIN WORLD, PLAN FOR THE UNPREDICTABLE.

Asset Protection

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

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

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

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.

Probate Avoidance

Probate Avoidance

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.

Non-profit

Non-profit

Want to start a non-profit? We do non-profit formation, non-stock corporations, foundations, and non-profit re-structuring.

WHAT PEOPLE ARE SAYING

TESTIMONIALS

Sara Pope has been my attorney for eight years. In addition to providing excellent legal advice; she takes time to understand her clients. She is a credit to her profession. I would not hesitate to recommend Mrs. Pope to anyone in need of legal counsel.

Susan S.Client

We feel completely confident referring clients to Sara Pope. She is not only determined to consistently find the best solution for a client’s situation, she is always up-to-date on the latest changes on estate planning techniques and law.

Rick HuffCPA/PFS, Partner of HSC Wealth Advisors

Sara Pope did our estate work and we found her thorough, efficient and economical.

Tulane PattersonBusiness Owner & Client

CONTACT US

Hire us and your initial consultation is free. Just need some advice? We charge a small consult fee.

4 + 5 =

Sara L. Pope, Attorney at Law, PLLC | P.O. Box 12023. Lynchburg, VA 24506
Site Design by Burwind.