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Paul Day, CFP®

222 Mustang Trail, Suite 100
Virginia Beach, VA 23452

(757) 530-4097

Estate

An estate plan is extremely important to have. It guards the wishes you have for your property and assets should you pass or become mentally incapacitated. Having a plan in place can alleviate the tax burdens your heirs will face upon receiving their inheritance. It will also avoid having your wealth go to unintended beneficiaries and avoids courts potentially deciding who will care for the loved ones you leave behind. 


Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Do you have any questions pertaining to the set up of an estate plan or updating a plan you currently have in place? Our team would love to answer your questions and share our knowledge about this subject with you. 

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Safeguard Your Digital Estate

Safeguard Your Digital Estate

And the Executor Is

And the Executor Is

Critical Estate Documents

Critical Estate Documents