Estate Planning
Every Adult Should Have a Well-Designed Estate Plan.
We are Committed to Working with Your Goals.
Estate planning involves creating a valid will, appointing powers of attorney, and establishing advanced medical directives and trusts. These measures help avoid costly probate courts and provide a clear plan for your heirs after your death and in case of incapacitation.
For high-net-worth individuals, advanced estate planning can minimize estate and inheritance taxes, protect assets, and reduce conflict among heirs and creditors.
Serving Northern Virginia, Maryland, DC Metro Area, and Nationwide.
We Offer Basic Estate Planning and so much more…which one are you?
A Person with Basic Estate Planning Needs…
Focus on Last Wills and Testaments, Revocable Living Trusts, Financial Powers of Attorney, Advance Medical Directives, HIPAA Privacy Releases, Living Wills, Notarized Designation of Funeral Instructions, Personal Property Memoranda, and Assignments of Personal Property to Trust.
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A Business Owner with New or Growing Business
Focus on ensuring the continuity of your business and safeguarding your assets. Develop a succession plan, protect business assets through trusts, align retirement plans with estate goals, and decide whether to pass the business to family members or sell it based on your long-term vision.
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A Business Owner with an Established, Successful Business
Focus on preserving wealth and navigating complex succession challenges. Minimize taxes with advanced strategies, safeguard assets from disputes or creditors, and integrate philanthropy into your estate plan to leave a lasting impact.
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Wealthy Individual Providing for Family and Charity
Focus on balancing family security with meaningful philanthropic contributions. Protect assets for heirs through trusts, optimize taxes with strategic giving plans, and create a legacy that reflects your values through charitable foundations or structured donations.
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Retirees or Homeowner With No Direct Heirs
Focus on prioritizing your individual goals and securing your legacy. Decide who will inherit your assets—whether it’s distant relatives, close friends, or charities—and protect your future with healthcare directives, long-term care planning, and charitable giving strategies that reflect your values.
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Blended Families or Non-Traditional Families
Focus on protecting the interests of your biological children, stepchildren, and spouse with tailored trusts and inheritance strategies. Ensure your estate plan celebrates important relationships, including unmarried partners, chosen families, and adopted children, while distributing your assets according to your wishes and addressing potentially overlooked legal considerations.
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Millennials Interested in Asset Protection
Focus on safeguarding digital assets, building wealth through trusts, and planning for future family needs with flexibility.
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Individuals or Families Facing Health Challenges
Focus on planning for the unexpected with special needs trusts, advanced healthcare directives, and caregiver support provisions. Protect your financial security, ensure access to quality care, and provide peace of mind for yourself and those who care for you.
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Couples with Young Children
Focus on protecting your children’s future and ensuring their care. Establish guardianship, create trusts to manage inheritance responsibly, plan for education expenses, and include healthcare directives to guarantee their well-being in any situation.
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Decisions to think about before you meet with an estate planner…
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Who Do You Trust to Manage & Distribute Your Assets?
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What Are Assets & Who Should Get Them?
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Should I Keep Assets in Trust for My Heirs?
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How Do I Leave Assets to Charity?
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What Happens if My Spouse Remarries?
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What Happens if I Have No Heirs?
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Who Will Make End-of-Life Decisions for You?
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Can I Stay in My Own Home?
Practice Areas
“Wayne Zell has helped us navigate complex estate issues with advice, paperwork, and tax services. Dealing with Wayne has been a pleasure; when he promises, he delivers. I highly recommend him for estate, tax planning, business planning, and related services such as accounting/tax prep.”
Jonathan A.
