Seminars

Williamsburg Area Seminars

Serving clients in Williamsburg, the Peninsula and Northern Neck of Hampton Roads and surrounding areas

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< 2021 >
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  • Nuts and Bolts Client Webinar (Williamsburg Area) 10:00 am
    10:00 am-12:00 pm
    July 13, 2021

    This seminar is a must-attend for clients of the firm (whether married, single, or a surviving spouse) whose estate plan has not been reviewed since 2012 or have had other changes since plan was reviewed.  

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn if estate tax planning is still appropriate for your family.
    • You want to learn if your will or trust provides for disability and death.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • How to simplify your estate plan in light of current tax law.
    • How your existing trust may affect capital gains taxes for your beneficiaries.
    • How an A/B Trust Tax Plan is administered, and why this type of trust may not be the most administratively simple and tax-efficient option given recent legal changes.
    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.
    • How you can protect your heirs’ inheritance from creditors and bad marriages.
    • Maximizing total control of your property.

    There is no charge for this webinar.   A link to join the webinar will be emailed after registration is complete.

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  • Wills vs. Trusts – Williamsburg Library
    2:00 pm-4:00 pm
    July 20, 2021

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    Williamsburg Regional Library
    515 Scotland Street
    Williamsburg, VA 23185

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