Fee-conscious, fiduciary-minded planning for families across Virginia & beyond
Client Services
I just inherited an IRA or investment account — what am I required to do, and by when?
How do the 10-year distribution rules affect what I keep?
Should inherited assets be spent, invested, or used to reposition our own plan?
How do I pass accounts to my children without leaving them a tax problem?
How do we talk about this as a family before it happens?
For those planning to give: we structure accounts, beneficiaries, and gifting so wealth moves to the next generation deliberately — with as little tax drag and administrative friction as possible.
For those receiving: we slow things down, map the deadlines that actually matter, and fold the inheritance into your own Family Financial Plan so a one-time event becomes lasting security rather than a scattered windfall.
Credentials
