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Our office remains available by appointment, phone/email, and virtual consultation. Please contact us at any time to discuss your needs or case. If you have an appointment but you or anyone you know has exhibited coronavirus symptoms, please do not enter our office as we can make arrangements to assist you remotely. These precautions are in place to protect you, our staff, and our clients. Click the button below to learn more about how we can assist you during this time.

Estate Planning Attorneys in Winchester, VA and Throughout Northern Virginia

We make choosing a legal partner easy.

While other law firms may see you as just a number or another case, we take the time to get to know you and understand your legal needs. We will craft a solution that works best for you.

Choosing a legal partner can be as easy as 1,2,3


You don’t know how to solve your problem, but you’re afraid that you’ll be taken advantage. We are the advocate you can trust who can help you address your challenges.


Legal issues are complex. With so many obstacles in your way, it’s easy to procrastinate about taking action. You need someone with the right experience to handle your case.

Get A CLEAR action PLAN

With so many options and so much to read/understand, it’s difficult to know what your next steps should be. We will chart the path forward for your success.

Navigate estate planning successfully.

You want to make sure all your financial affairs are in order, both for your sake and for your loved ones. You’re an expert in your field; why not find an estate planning expert to help you in this situation? Get the best advice to preserve your assets.

You Need Experienced Winchester Estate Planning Attorneys

A lawyer that makes false assumptions or cuts corners in his or her research won’t make the best choices for you and won’t support you with the best advice. That’s why at McCarthy & Akers, we do things the right way: no cutting corners. We’ve been proudly serving people just like you for 16 years and counting.

Our Attorneys Will Respond to You Within 24 Hours

McCarthy & Akers has a 24 hour response policy. We know that you value clear, regular communication, and we believe that it is essential for trust-filled relationship. Our estate planning attorneys are committed to building long-term attorney-client relationships by consistently meeting your expectations in this and every other way.

A Team of Winchester Estate Attorneys is Better for You

The lawyers at McCarthy and Akers, PLC, endeavor to be the best in their areas of expertise. Each team member represents you with great care so as to give you the expert legal services you deserve, in order to accomplish both your personal and professional goals. No one lawyer is an expert in all matters, however, so our attorneys work closely with each other and take advantage of each other’s strengths.

Frequently Asked Questions About Estate Planning

Estate Planning:


Glossary of Estate Planning Terms

  • Beneficiary: The person or entity who receives property in accordance with a will, trust, insurance policy, retirement account, or other third-party beneficiary contract.
  • Estate Tax: A tax on the transfer of property after death. This is levied by the state and/or federal government. An estate has the obligation to pay estate tax.
  • Marital Deduction: An unlimited gift tax deduction or estate tax deduction. This type of tax law allows an individual to give assets to his or her spouse with reduced or no tax imposed upon the transfer.
  • Power of Appointment: The power granted to a person allowing him or her to dispose or designate who is to receive certain property under the will.
  • Probate: The judicial process which determines the validity of a will in a court of law and the martialing and distribution of the deceased’s estate.
  • Trustee: The individual or entity that acts as the legal owner of the trust assets. They are responsible for handling any of the assets held in trust, tax filings, and distribution of the assets according to the instructions of the trust.
  • Will: A legal document that identifies where your assets should be distributed after your death. This also gives you the ability to nominate guardians for dependent children. Without a will, the courts determine what happens to your assets and decides the legal responsibility for your kids.

What is estate planning?

Estate planning is a process involving planning for the transfer of an individual’s property after death. It involves the counsel of professional advisors, who are familiar with your desires and concerns, your assets, and family structure.

It may involve a will and / or trust and the services of a variety of professionals: your attorney, accountant, financial planner, life insurance advisor, banker, and broker.

What is my "estate"?

An estate is the net worth of a person at any point in time, alive or dead. Once an individual has passed away, it consists of all property owned at death before it is distributed by a will, trust, or intestacy laws (the laws of descent and distribution). This is the sum of a person’s assets; legal rights, interests and entitlements.

An estate may contain real property (real estate, houses, or investment properties) or personal property (bank accounts, securities, jewelry and automobiles, etc.).

What is the estate planning attorney's role?

A lawyer’s role in estate planning involves advising clients as to the options available and recommendations to accomplish clients’ objectives and assisting clients with drafting and implementing legal documents, including trusts and wills.

While lawyers are not required in order to plan your estate, it may be best to work with an estate planning attorney in ensure that your wishes are carried out. This is especially true if your estate is large, complex, or contains unusual assets.

Do I need an estate planning attorney?

Whether or not you need an estate planning lawyer to help depends on the extent and complexity of your assets and intentions regarding administration of your estate.

While it may be possible for individuals to draft some estate planning documents on their own, it is important to consult with legal professionals to ensure that your estate is administered as you would wish.

Our Practice Areas

Estate Planning

With extensive experience in preparing estate plans, we provide a customized plan that meets your needs and desires. From trusts and wills, to powers of attorney and health care directives, we offer our clients legal expertise in all aspects of planning for their futures.

Wills & Trusts

Powers of Attorney

Health Care Directives

Probate & Estate Administration

Elder Law & Medicaid Representation

Tax Planning

Civil Litigation

One of the most highly skilled litigation practices in Virginia, McCarthy & Akers is your defense for all types of legal arguments. We specialize in contracts, commercial and corporate litigation, business, construction, real estate, and employment law.

Commercial & Corporate

Business & Contracts

Real Estate


Real Estate

Whether you’re a first-time homebuyer, an investor, or commercial developer, McCarthy & Akers is your real estate law team. Working closely with our Civil Litigation Practice Group, we’ll make sure that your real estate transactions are smooth and successful.

Commercial & Residential Development

Land Use & Zoning

Residential & Commercial Closings

Home Owners Associations

McCarthy & Akers

Office Hours
Mon-Fri: 8:30am-6:00pm
Saturday, By Appointment

Shenandoah Valley

Front Royal

135 B N. Royal Ave.
Front Royal, Va 22630


145 E. King Street
Strasburg, Va 22657


302 W. Boscawen St.,
Winchester, Va 22601


109 N. Main St, Suite 201
Woodstock, VA 22664
(Look for 106 Lawyers Row)

Northern Virginia


10432 Balls Ford Rd., Ste 300,
Manassas, VA 20109


25 S. 4th St., Suite 102,
Warrenton, Va 20186