Estate Strategy Session
Ready to start designing your estate plan with Trusts & Wealth, PLLC?
Our Estate Strategy Session is for you! This is a legal and tax planning session with attorney Claire Kelly so you can learn more about your options and our process and fees. If you decide we’re a good fit, your Estate Strategy Session fee of $400 will be deducted from the cost of the estate planning package you select.
Booking Requirements
If you are married, both spouses must be in attendance
You will be asked to complete an online questionnaire before our session
Session is available to residents of Virginia
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Next Steps
You'll share your goals and objectives for protecting your family and assets
Claire will explain your options and the estate planning packages and flat fee pricing
If we decide we are a good fit to work together, we'll discuss our simple four-step process
If you are not looking to set up a new estate plan but would like to meet with Claire Kelly, you may schedule a one-hour consultation to discuss tax planning strategies, benefits planning, guardianship/conservatorship, or other elder law and special needs matters.
What We Can Discuss:
Tax planning strategies, including designing tax-advantaged plans to reduce or eliminate estate, GST, and trust income taxes
Supported Decision Making
Guardianship and conservatorship for incapacitated individuals
Benefits such as Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Supplemental Nutrition Assistance Program (SNAP), and Medicaid
Medicaid eligibility, planning, and asset protection strategies
Other Elder Law, Disability, and Special Needs matters