Stafford County, Virginia Estate Planning Lawyers
Virginia Estate Planning Attorney with 25 years experience
Fredericksburg, VA 22401
The Catholic University of America Columbus School of Law
Prince William, VA 22192
Georgetown University Law Center and George Mason University School of Law
Lisa creates thoughtful, tailored estate plans for a variety of circumstances. Please call 703-520-3206 for an appointment.
Lisa graduated cum laude from George Mason Law School where she served as Articles Editor for George Mason Law Review. During law school, Lisa interned for the Department of Justice – Office of Immigration Litigation, Appellate Division and the Senate Judiciary Committee, Office of Senator Hatch. She also participated in the Mason Veteran and Servicemember Clinic and the Supreme Court Legal Clinic. And, she interned for Judge Contreras on the...
Fredericksburg, VA 22407
William & Mary Marshall-Wythe School of Law
Real Estate Broker License - Commonwealth of Virginia
Juris Doctorate Degree - Law Degree - Liberty University School of Law - Lynchburg, Virginia
Virginia State Bar - Commonwealth of Virginia
Doug Welty also holds the multidisciplinary Accredited Estate Planner (AEP) designation, which is conferred by the National Association of Estate Planners & Councils upon both estate planning attorneys and highly experienced non-attorney estate planning professionals (such as certified public accountants, financial planners, insurance specialists,...
Mr. Friedman serves individual clients who seek to transfer assets efficiently to their chosen beneficiaries. As a part of our estate planning services, we also consider the impact of federal income, estate, gift, and generation-skipping transfer taxes on the transmission of wealth. We often help our clients achieve tax...
A native Virginian, Ms. Moss is a military spouse, and has lived in many states over the last 16 years. She graduated cum laude in the top 20% of her class from the William S. Richardson School of Law at the University of...
Estate Planning Lawyers in Nearby Cities
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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