Estate Planning Attorneys in Winchester, VA and Throughout Northern Virginia
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Winchester Estate Planning Attorneys
Address: 302 W Boscawen St, Winchester, VA 22601
Phone: (540) 722-2181
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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
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?
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 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?
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?
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.