Estate Planning

As of 2011, a survey of over 1000 individuals showed that the majority of adults do not even have a simple will in place. For clients of Virginia Retirement Services, estate planning means working with you to help ensure your assets pass readily to the family member, church or intended charity without unnecessary taxation. We focus on avoiding probate and ensure that your retirement account income can continue for your spouse at your death. With a focus on this, we work with some of the most respected and sought after estate planning attorneys who we have selected to help our clients leave a legacy without unnecessary complications or excessive tax liabilities.

We find many older wills and trusts are outdated, particularly in reference to the changes in estate tax laws and retirement account beneficiary directions.

For our clients wishing to leave more assets behind to their heirs, we can investigate the option of using the Roth IRA or guaranteed* life insurance products to enhance their legacy.

At Virginia Retirement Services, we offer expert estate planning services to Virginia residents in the Tidewater communities of Virginia Beach, Norfolk, Chesapeake, Portsmouth, and the general Hampton Roads and Tidewater area.

*Life insurance and annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.


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