Charlotte:

2700 Coltsgate Rd., Suite 202
Charlotte, NC 28211
Telephone: (704) 248-6325

Richmond:

North Park at Innsbrook
4701 Cox Road, Suite 310
Glen Allen, Virginia 23060
Telephone: (804) 915-6596

Chesapeake:

111 Mill Creek Parkway
Chesapeake, Virginia 23323
Telephone: 757-216-9275

ESTATE PLANNING

Our firm helps our clients preserve and protect their assets for their heirs with our sophisticated estate planning services. From preparation of wills and trusts to asset preservation planning, we help business owners, executives, entrepreneurs, and other individuals and entities strategically manage their wealth to ensure maximum value in the future.

Attorney Jim Hickmon, a Certified Financial Planner®, provides our clients with experienced counsel and representation in matters related to family asset transmission, trusts and decedents estates, and fiduciary matters including:

  • Preparation of Wills
  • Preparation of Appropriate Trusts
  • Strategies to Minimize Estate Taxes
  • Living Wills, Healthcare Directives, and Durable Powers of Attorney
  • Business Transfers and Successions
  • Probate and Probate Administration
  • Trust Administration
  • Gift Planning
  • Estate, Gift, and Generation-Skipping Transfer Tax Planning
  • Guardianships
  • Planning for Corporations and Partnerships Owned by Family Members
  • Income Tax Planning Related to Wealth Transfers
  • Income Taxation of Trusts and Estates
  • Will Contests

2008 Estate Planning Basics Brochure (pdf)

Free Estate Planning Documents