Resources

If you need an attorney or financial advisor in the Loudoun County, Virginia area to complete or revise your estate planning documents, the firms below can help:

Rogan Miller Zimmerman Law Firm

www.rmzlawfirm.com
Estate planning and administration (probate) needs.
RMZ lawyers handle all aspects of the estate planning process, from drafting the simplest Will to the larger and more complex estate plan. If you take the appropriate action by planning now RMZ can help you minimize any potential estate tax liability and avoid unintended consequences in the distribution of your assets.
Contact: Eric V. Zimmerman, [email protected]

McCandlish Lillard

www.mccandlishlawyers.com
Elder Law specialists.
Includes estate planning, life care planning, Medicaid planning, long-term care planning, special needs planning, trusts to implement those, and guardianships and conservatorships.
Contact: Autumn D. McCullough, [email protected]

Atwill, Troxell & Leigh, P.C.

www.ATandLpc.com
Business, Estate & Tax specialists.
Estate planning services for high-net worth individuals and small business owners. Of particular emphasis are client's estate, gift, and income tax exposure, as well as potential concerns with second marriages, probate and creditor protection.
Contact: Keith Troxell, [email protected]

SGK Wealth Advisors

www.sgkwealthadvisors.com
Estate & Tax Planning.
SGK Wealth Advisors understand that financial planning is more than just dollars and cents. It also includes understanding your estate, from how to gain the most benefits for you today and how to protect it for future generations.
Contact: Darren Koch, [email protected]
John S. Steigerwald, [email protected]

AMJ Financial Wealth Management

www.amjfinancial.com
Strategic Financial Planning.
AMJ Financial understands that success is as unique as each individual. They strive to understand what success means to you to create, implement and monitor an action plan that allows you to create your ideal future.
Contact: Angela Bender, CFP
[email protected]