I WANTED TO EXPRESS MY APPRECIATION FOR ALL THE ADVICE AND EFFORT YOU PUT INTO HELPING WITH MY MOM’S AFFAIRS.
YOU ALL ARE THE BEST, HAPPY HOLIDAYS.
I WANTED TO EXPRESS MY APPRECIATION FOR YOUR KINDNESS TO ME. YOU HAVE PROVIDED ME PEACE OF MIND THAT EVERYTHING IS NOW IN PLACE FOR MY FAMILY WHEN MY TIME RUNS OUT. KEEP UP YOUR WALKS WITH YOUR BELOVED DOG.
WALT ZAREMBA HAS BEEN MY ESTATE ATTORNEY FOR 15 YEARS. EVER THE PROFESSIONAL, I REMAIN IN AWE AT THE DEPTH AND BREADTH OF HIS KNOWLEDGE AND ACUMEN. FROM THE INITIAL TRUSTS (IRREVOCABLE AND LIVING TRUST) DEVELOPMENT STAGE THROUGH THE MANY CHANGES IN MY FAMILY PLUS CHANGES IN THE LAW, WALT HAS PATIENTLY AND ADROITLY ADVISED ME AND CAUSED ME TO IMPROVE UPON MY THINKING TO INSURE MY COMPLETE SATISFACTION WITH MY DECISION MAKING PROCESS. IN SHORT HE AND HIS OUTSTANDING STAFF ARE WITHOUT PEER.
LIKE A LOT OF OTHER FOLKS OUR AGE, WE NEVER MADE A WILL AND NOT BEING NATIVE TO VIRGINIA, WE DIDN’T KNOW ANYTHING ABOUT STATE LAWS THAT APPLY TO INHERITANCES. WALT IS THE KIND OF PERSON THAT EDUCATES AS HE EXPLAINS WHAT NEEDS TO BE DONE. HE GIVES YOU THE “WHY AND HOW” OF PROTECTING YOU ASSETS (REGARDLESS OF THEIR VALUE) AND ALSO PROTECTING THE FOLKS THAT WILL INHERIT FROM YOU. MY HUSBAND AND I WOULD GLADLY RECOMMEND HIM AND HIS TEAM. IT IS WELL WORTH THE COST TO HAVE PEACE OF MIND.
CONSIDER THIS A RAVE REVIEW! THANKS FOR DOING SUCH A GREAT JOB ON MY BEHALF; YOUR TIME AND GREAT ADVICE WAS GREATLY APPRECIATED.
Creating Estate Plans that Work!
Williamsburg, Virginia Estate Planning Attorney
Clients engage this firm knowing that their situation is unique; after all, no two families are alike. What we know is that initially, for almost all of our clients, it is about the dollars and “sense”: "here’s how much money we have, what plan makes sense for our family?" Through a carefully orchestrated process, clients are shown that proper estate planning includes a means of protecting the family's wealth from divorce or creditor claims while ensuring that their legacy is ultimately used to nurture their family’s values for the next generation. While clients know that protecting and preserving family relationships is just as important as growing their wealth, many never realize that a properly drafted estate plan can be the methodology used to make that dream a reality.
Occasionally, the firm is asked to help solve a painful family problem that has festered for years in hopes of saving further heartache. More often, clients call upon the firm to design plans that provide protection from frivolous lawsuits or provide a tax efficient transition of wealth from the present to succeeding generations of family members. Everyone has likely heard of or perhaps witnessed first hand someone who received an inheritance before they were mature enough to handle it properly. Most families now recognize that the inappropriate disposition of wealth to family members who are unprepared to receive it carries far more potential for harm than good. There are an array of structures that can be creatively assembled to protect family members from their own worst instincts while, at the same time, provide positive incentives for personal and professional growth and community involvement.
For successful entrepreneurs, the final step in business planning may be implementing an exit strategy that allows a transition from a focus on business to a focus on family and personal growth. The firm's mission is to assist in implementing this transition in a way that is congruent with the client’s personal goals while incorporating innovative tax-efficient strategies in the process. This transition can be made easier using innovative and distinctive approaches to family wealth counseling, personal tax planning, charitable planning, and wealth preservation planning.
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123 Bulifants Bvld. Williamsburg, VA 23188