Virginia Estate Planning Attorneys

Estate Planning

Fairfax, Virginia Estate Planning Attorneys

Estate planning has two main goals — to look after people and to look after assets. A basic will can look after assets, but only to a certain extent. A will is a static document that dictates only how assets will be distributed after the death of its maker.

Individuals with even moderate assets — and all families with minor children — should consider creating a more complete estate plan containing several legal instruments to protect your financial assets, yourself and your family.

The Estate Planning Practice at Hale Ball Carlson Baumgartner Murphy, PLC
Fairfax County, Virginia — 703-962-1164

Since 1980, Hale Ball Carlson Baumgartner Murphy, PLC, has offered confident and ethical legal services to individuals and businesses in and around Fairfax County. Our estate planning attorneys are leaders in the local community, as well as attorneys who teach other lawyers about estate planning via continuing education seminars.

Learn more about estate planning for businesses on the Business Succession Planning page of this Web site. Also you can read an article on Take Care When Gifting Closely Held Business Interests if you plan on Sheltering the Gift using the Annual Gift Tax here.

Our Virginia estate planning attorneys treat their work as a combination of creating a "family business plan" and a "family safety plan." Many of our Fairfax attorneys come from a business background, and we have a deep understanding of how to craft and plan legal documents to get clients what they want while working within the constraints of the law. We listen to our clients' needs and create unique estate plans based on their goals and stage of life:

  • A young person with a first house and a new retirement plan
  • A family with young children
  • A couple entering a second marriage, with children or assets from their first marriages
  • An older couple planning on how to maximize their retirement accounts and maximize the assets available to their beneficiaries after death

The Contents of an Estate Plan

A basic estate plan will include a will, an advance medical directive (or living will) and a durable power of attorney to give another trusted person access to finances for your care in the event of incapacity. Many estate plans will also include some form of trust document. Trusts are more flexible planning documents that can be used for many purposes, including minimizing estate taxes and asserting a higher level of control over the assets bequeathed to a beneficiary.

Learn More - Consultations Available for Selected Cases

We encourage you to learn more about our estate planning practice, including our work in estate litigation and estate and trust administration.

Or, for answers to specific questions about your own family's estate plan, schedule a confidential appointment with one of our estate planning lawyers. Call 703-962-1164 or use our online contact form.

Hale Ball Carlson Baumgartner Murphy