Walt Zaremba
Zaremba Center
Estate Planning & Elder Law
123 Bulifants Boulevard
Williamsburg, VA 23188
(757) 259-0707
laurel@zarembalaw.com

 

 

Williamsburg, Virginia Estate Planning Attorney

Virginia Estate Planning, Elder Law, Estate Tax Planning and Asset Protection

Your Dreams, Our Knowledge...
Here’s the Process

Clients engage us knowing that their situation is unique; after all, no two families are alike. What we know is that initially, for almost all of our clients, it is about the dollars and “sense”: here’s how much money we have, what plan makes sense for our family? Through our process, what we are able to show our clients is that their most important objective should include a means of protecting the family’s wealth from divorce or creditor claims while ensuring that it is ultimately used to nurture their family’s values for the next generation. While clients know that protecting and preserving family relationships is just as important as growing their wealth, many never realize that a properly drafted estate plan can be the methodology used to make that dream a reality.

Occasionally, we are asked to help solve a painful family problem that has festered for years ­ in hopes of saving further heartache. More often, we are called upon to design plans that provide protection from frivolous lawsuits or provide a tax efficient transition of wealth from the present to succeeding generations of family members. Everyone has likely heard of or perhaps witnessed first hand someone who received an inheritance before they were mature enough to handle it properly. Most families now recognize that the inappropriate disposition of wealth to family members who are unprepared to receive it carries far more potential for harm than good. We are very familiar with the array of structures that can be creatively assembled to protect family members from their own worst instincts while, at the same time, provide positive incentives for personal and professional growth and community involvement. We have specific strategies that help our clients accomplish these non-tax non-financial objectives.

For successful entrepreneurs, the final step in business may be implementing an exit strategy that allows a transition from a focus on business to a focus on family and personal growth. We have the ability to assist in implementing this transition in a way that is congruent with our client’s personal goals and, at the same time, incorporate innovative tax-efficient strategies in the process. We can assist in all these transitions using our innovative and distinctive approaches to family wealth counseling, personal tax planning, charitable planning, and wealth preservation planning.