Helping You Through Difficult Times

Proactively Shape Your Legacy With Estate Planning

If something happened to you, would your family know what your final wishes were regarding your assets and property? Estate planning helps make sure all your ducks are in a row and your estate can pass smoothly to the next generation.

At McClung & Associates, our attorneys, Kerry McClung and Chase Whittaker, work with individuals and families of all ages and from walks of life to create estate plans that address their unique circumstances. We don’t try to squeeze you into the “one size fits most” forms found on the internet. We want to relieve any stress you may be feeling related to estate issues and help you take control of your destiny now.

Which Estate Planning Documents Do I Need?

Typically, our estate planning packages will include the following:

  • A last will and testament, in which you can name a guardian for your minor children and lay out how you would like your property distributed. This list of property could include heirlooms, homes and even pets.
  • An advance medical directive (also known as a living will) to describe the end-of-life medical care you do and do not want to receive.
  • Health care and/or financial powers of attorney, to designate a trusted person to make decisions for you if/when you can no longer do that for yourself.

Another estate planning activity we can assist you with is setting up a trust. Trusts create a legal “space” for money and assets to be placed so that you no longer own them directly. The beneficiaries of your trust will be able to access the assets upon your death without having to take them through the probate process. We can also help you create special needs trusts to provide ongoing support for vulnerable adults without jeopardizing their government benefits.

Get Started By Scheduling A Consultation With Us

Our experienced Richmond estate planning attorneys can help you understand your best options and feel confident you’ve prepared for the future successfully. To learn more, request a 30-minute phone consultation, or call our office at 804-548-6565. We work with clients in Richmond, as well as Henrico and Chesterfield counties.