Category: Blog

As life evolves, so do our needs and circumstances, making flexibility a critical aspect of estate planning. As an experienced estate planning attorney knows, a revocable trust, also known as a revocable living trust, offers adaptability, among many other benefits, for individuals seeking to care for future generations.

Can a revocable trust be changed in Fairfax County and Northern Virginia? 

Yes, this estate planning tool offers the flexibility our clients in Northern Virginia seek. This blog, from a knowledgeable trusts attorney, explains how these trusts work, why they’re beneficial, and how to change them when needed.

What Is a Revocable Living Trust?

A revocable living trust is a legal arrangement that allows the trust creator, known as the settlor or grantor, to transfer assets like money and property into the trust during their lifetime. The settlor designates a trustee to manage these assets according to the settlor’s wishes and distribute the assets based on the settlor’s instructions in the trust upon the settlor’s death.

As we mentioned, one of the defining features of a revocable living trust is its flexibility. Unlike irrevocable trusts — which settlors cannot change or revoke once they establish them— revocable trusts give you the flexibility to make adjustments as your circumstances dictate.

Benefits of a Revocable Trust

An estate planning attorney may recommend a revocable trust for several reasons, depending on a client’s circumstances, wishes, and best interests:

1. Avoid Probate: Assets in a revocable trust bypass probate court and the probate process, passing assets privately and more efficiently to your beneficiaries.
2. Asset Management & Control: You can serve as the trustee, or choose the right individual to assume the responsibility. Either way, you have authority over the assets during your lifetime, according to the terms you include in the trust.
3. Flexibility: The ability to modify or revoke the trust adapts to life’s changes, such as marriages, births, or financial circumstances, protecting your family’s future.
4. Privacy: Unlike wills, which become public record during probate, trusts remain private.
5. Peace of Mind for You & Your Family: Knowing you have placed instructions for asset management according to your wishes in a legally binding document offers significant reassurance.

Common Reasons for Amending a Revocable Trust

Life’s changes often necessitate adjustments to your estate plan. At our law firm in Fairfax County, clients often choose to modify their revocable trusts for the following reasons:

• New Beneficiaries: Perhaps you’ve welcomed a new child or grandchild, and you’d like to update your trust to include them.
• Removed Beneficiaries: Changes in relationships may mean certain individuals should no longer be beneficiaries.
• Trustee Updates: You may want to appoint a new trustee or successor trustee if your initial choice is no longer appropriate.
• Asset Adjustments: If you acquire or sell significant assets, you’ll want the trust to reflect these changes.
• Estate Taxes, State Law & Law Changes: Changes in estate taxes and federal or state tax laws might necessitate updates to your trust to maximize its financial benefits.

A revocable trust allows you to respond to these life changes and align your estate plan with your current goals.

How to Change a Revocable Trust in Northern Virginia

At PJI Law, our estate planning services include helping our clients modify a revocable trust. With the right legal assistance, it’s a straightforward process.

1. Review the Trust Document

Carefully review the terms of your existing trust as the foundation for identifying what changes you would like to make.

2. Consult an Estate Planning Attorney

These important decisions require collaboration with an experienced Northern Virginia estate planning attorney, due to the complexity of trust laws. To avoid future legal issues, all changes must comply with state and federal law.

At PJI Law, we offer personalized guidance to help you determine the best course of action, whether it involves minor tweaks or more significant revisions.

3. Draft an Amendment or Restatement

• Amendment: If you’re making small changes to your trust, such as adjusting beneficiaries or updating the trustee, we often use an amendment, a document that outlines the specific changes without altering the rest of the trust.
• Restatement: For more comprehensive updates, you may want to create a restatement of trust. This process involves rewriting the trust document in its entirety while retaining the original trust name and date. This approach creates clarity and eliminates confusion caused by multiple amendments over time.

4. Sign and Notarize

Once you and your attorney have prepared the changes, you’ll need to sign the amendment or restatement before a notary public to formalize and legally bind the updates.

5. Notify Relevant Parties

Depending on the changes, you may need to inform your trustees, financial institutions, and other involved parties. For example, if you’ve updated the trustee, the successor trustee will need to be aware of their new role.

6. Revisit Funding

If the changes involve adding or removing assets, you must properly fund the trust. Any assets not transferred to the trust may still need to go through probate, defeating one of the benefits of the trust.

7. Store the Updated Trust Safely

Keep your updated trust documents in a secure location, such as a fireproof safe, and inform your trustee and significant family members of their whereabouts so that they can find them in case of an emergency or death.

The Importance of Professional Estate Planning Guidance

While a revocable trust offers convenience and flexibility among estate planning documents, you must handle modifications correctly. Working with a skilled estate planning attorney offers many benefits:

• Legal Compliance: Your attorney will make every change to your trust in compliance with Virginia laws and regulations.
• Clarity: Your attorney will help you avoid ambiguity that could lead to disputes among beneficiaries.
• Efficiency: An estate planning law firm makes the process smoother, saving you time and reducing stress.

At PJI Law, we take pride in helping our clients preserve their legacies and protect their loved ones. Our thorough, customized approach to every detail of your trust meets your needs and passes legal scrutiny.

Why Choose PJI Law for Your Estate Planning Needs?

Changing a revocable trust is a significant decision requiring precision and knowledge. At PJI Law in Fairfax, VA, we deliver white-glove service designed to make this process and the overall estate planning process as seamless as possible.

• Personalized Attention: We understand the uniqueness of every client’s situation and invest the time to understand your goals and recommend solutions tailored to your needs.
• Experienced Guidance: Our team has extensive experience in estate planning and a commitment to helping Northern Virginia families.
• High-Touch Service: We guarantee prompt communication and inform you every step of the way.
• Commitment to Excellence: Our detail-oriented team executes estate planning documents flawlessly and fully aligned with your wishes.

Whether you need to modify your existing trust or begin your estate planning from scratch, an estate planning lawyer from PJI Law will guide you through this complex process.

Schedule an Initial Consultation at PJI Law

A revocable trust is an indispensable estate planning tool for anyone seeking flexibility and control over their assets. If it no longer matches your current circumstances or goals, you can update it with relative ease.

Have you been typing “trust attorneys,” “trust attorney near me,” or “estate planning attorneys” into your search bar? 

At PJI Law, we help families across Northern Virginia protect their assets and secure their legacies. Our practice areas include Fairfax wills, power of attorney (POA) documents, irrevocable trusts, and revocable trusts. Depending on your circumstances, we may also discuss options like charitable trusts, a special needs trust, a pet trust, and other estate planning tools.

Contact us today at (703) 865-6100 or complete our online form to schedule a free initial consultation to discuss your estate planning needs.

At PJI Law, you’ll receive personalized service and attention! 

Copyright © 2025. PJI Law, PLC. All rights reserved.

The information in this blog post (“post”) is provided for general informational purposes only and may not reflect the current law in your jurisdiction. No information in this post should be construed as legal advice from the individual author or the law firm, nor is it intended to be a substitute for legal counsel on any subject matter. No reader of this post should act or refrain from acting based on any information included in or accessible through this post without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country, or other appropriate licensing jurisdiction.

PJI Law, PLC
3900 Jermantown Rd, 2nd Floor
Fairfax, Virginia 22030
(703) 865-6100
https://pjibe.webteam.ai/

Planning your estate is personal. It isn’t just about money or documents. It’s about the people you care about and what will happen to them after you’re gone. One of the common questions people ask is, “Can you put retirement accounts in a trust?” The answer isn’t simple, and doing it the wrong way could have serious consequences for your family.

In this blog, you’ll learn how Virginia treats retirement accounts in estate planning, whether you can name a trust as a beneficiary, and what to watch out for when making these decisions.

Can You Put a Retirement Account Into a Trust?

Transferring a retirement account like an IRA or 401(k) into a trust during your lifetime is usually not recommended. Doing so would trigger a taxable event, since these accounts are tied to you as an individual and offer tax-deferred or tax-free growth. Transferring ownership to a trust is considered a distribution by the IRS. That could mean:

• Immediate income tax liability
• A 10% early withdrawal penalty if you’re under age 59½

However, you can name a trust as the beneficiary of your retirement account. When you pass away, the account will transfer to the trust, not directly to a person. This allows the trust to control how and when the money is distributed.

When Naming a Trust as Beneficiary Makes Sense

There are several reasons you might choose to name a trust as the beneficiary of your retirement accounts:

• You have minor children or young adult beneficiaries
• You’re providing for someone with special needs
• You’re in a blended family
• You want to protect assets from creditors or poor spending habits
• You want to avoid probate and keep the terms of the trust private

For example, suppose you leave your IRA directly to your 19-year-old child; they could take the full amount immediately and spend it however they like. But if your trust is the beneficiary, the trustee controls the timing and purpose of the distributions.

In the case of a special needs beneficiary, a properly drafted special needs trust can receive retirement account distributions without affecting the person’s eligibility for benefits like Medicaid or SSI. For example, suppose you name a special needs trust as the beneficiary of your $500,000 IRA, the trustee can distribute funds for your disabled child’s medical expenses without affecting their Medicaid or SSI eligibility, unlike a direct inheritance.

How the SECURE Act Changed Inherited Retirement Accounts

Congress passed the SECURE Act in 2019, and it was supplemented by the SECURE Act 2.0 in 2022. The SECURE Act introduced the 10-year withdrawal rule for most non-spouse beneficiaries, while SECURE 2.0 raised the required minimum distribution (RMD) age to 73 (or 75 for those born after 1960), impacting trust planning. These laws changed how inherited retirement accounts work for most non-spouse beneficiaries.

Before the SECURE Act, beneficiaries could stretch distributions over their lifetime. Now, most must withdraw the full amount within 10 years. That can lead to a hefty tax bill, especially if the distributions push the beneficiary into a higher income bracket.

Exceptions to the 10-Year Rule

Certain individuals still qualify for lifetime “stretch” treatment:

• Your surviving spouse
• Your minor child (until they reach age 21, applicable only to your own children, not grandchildren or stepchildren)
• A disabled or chronically ill beneficiary
• A beneficiary less than 10 years younger than you

What About Trusts?

To get favorable tax treatment, a trust must meet the IRS definition of a “see-through” trust:

• It must be valid under state law
• It must become irrevocable upon your death
• Its beneficiaries must be identifiable
• A copy must be given to the plan administrator by October 31 of the year following your death

If your trust doesn’t meet these requirements, the retirement account could be taxed in as little as five years if you died before your required beginning date for RMDs (age 73), or immediately if you die after that date.

Steps to Protect Your Retirement Accounts

• • Review retirement account beneficiary designations.
  • Consult an attorney to select the appropriate trust type.
  • Draft the trust to meet IRS “see-through” requirements.
  • Coordinate the trust with your will and other estate documents.
  • Submit trust documentation to the plan administrator by October 31 of the year following death.

Choosing the Right Type of Trust for Retirement Assets

Different types of trusts offer different benefits, and each must be carefully drafted if you want to name it as a beneficiary of a retirement account.

Revocable Living Trust

A revocable living trust is popular for avoiding probate and keeping your estate private. You retain control during your lifetime, and it becomes irrevocable after your death.

Irrevocable Trust

An irrevocable trust can protect assets from creditors and may reduce estate taxes, but it’s more complex. These trusts are subject to higher tax rates and strict distribution rules. They may also involve trustee fees and tax preparation costs, which should be weighed against their benefits.

Conduit Trust

A conduit trust requires the trustee to pass required distributions directly to beneficiaries. This can help the trust qualify for favorable tax treatment, but it limits your control over the timing or use of the funds. Conduit trusts ensure tax compliance but may not suit complex family needs.

Accumulation Trust

An accumulation trust allows the trustee to hold the retirement distributions within the trust and manage them. This provides more control and asset protection but may result in higher taxes. Accumulation trusts face compressed tax brackets (e.g., 37% at $14,450 of income in 2025), unlike individual beneficiaries. 

Special Needs Trust

A Special Needs Trust is used to provide for a disabled beneficiary without disrupting their access to government benefits. A retirement account can fund a special needs trust—but it must be structured properly.

Charitable Remainder Trust (CRT)

This is a complex tool for higher-net-worth individuals. It pays income to your chosen beneficiary for life or a set period and donates the remainder to charity. This structure can offer tax advantages and support charitable goals. CRTs typically require significant assets (e.g., $100,000+) to justify setup costs and provide a partial charitable deduction.

Retirement Accounts and the Probate Process in Virginia

When you name an individual or a trust as your retirement account beneficiary, those assets pass outside of probate under Virginia law. (See Va. Code § 64.2-100).

That said, if your estate plan isn’t coordinated, things can still go wrong. Your IRA beneficiary form controls who inherits the account, even if your trust or will names different heirs. For example, if your trust stipulates that your children each get 50%, but your IRA beneficiary form only names one of them, the trust language doesn’t apply. The IRA will go entirely to the beneficiary named on the form.

Common Mistakes to Avoid

Here are some of the most common and costly mistakes people make:

• Naming the wrong type of trust as a beneficiary
• Failing to update your beneficiary forms after a life event
• Using a boilerplate trust that doesn’t address retirement accounts
• Overlooking the tax hit of accelerated distributions
• Not submitting trust documentation to the plan administrator
• Assuming a trust is always better than leaving the account directly to a spouse

If you name your spouse directly as the IRA beneficiary, they can roll the account into their own IRA and delay RMDs until age 73 (or 75 if born after 1960), reducing tax liability and allowing continued tax-deferred growth. That option isn’t available to a trust.

Coordinating Your Estate Plan in Fairfax and Northern Virginia

Whether you’re in Fairfax County or another part of Northern Virginia, you want to make sure all your estate planning documents work together. That means:

• Reviewing your will, trust, and beneficiary forms regularly
• Coordinating with your powers of attorney and advance directives
• Checking whether your estate will be subject to federal estate tax
• Talking with an attorney about family dynamics, tax planning, and long-term goals

Virginia does not have a state estate tax. But federal rules still apply, and the exemption is $13.99 million per individual in 2025 but is scheduled to drop significantly after 2025 unless Congress acts.

How a Trusts Attorney Can Support Your Goals

A Virginia trusts attorney can help you:

• Review your accounts and determine whether a trust is the right beneficiary
• Draft trust provisions that meet IRS see-through rules and Virginia’s Uniform Trust Code (Va. Code § 64.2-700), which requires clear intent and identifiable beneficiaries
• Coordinate your trust, will, and retirement accounts
• Avoid triggering unnecessary taxes or legal disputes

In Virginia, trusts must follow the Uniform Trust Code. That means they must be properly drafted and valid under state law to be effective.

Not Sure How to Handle Your IRA or 401(k) in a Trust? We Can Help

Your retirement accounts are a significant part of your legacy. Whether you’re building your first estate plan or updating it to reflect life changes, it’s worth taking a closer look at how those accounts will pass to your family.

At PJI Law, we work with individuals and families across Fairfax and Northern Virginia to develop customized estate plans that protect what matters most. If you’re considering naming a trust as the beneficiary of your IRA or 401(k), our legal team can review your documents and help you avoid costly mistakes.

Your online search for “attorney for trust” or “estate planning lawyers near me” brought you here. Now take the next step. Call (703) 865-6100 or fill out our confidential online form to schedule a consultation.

From your first conversation with us, you’ll receive responsive communication, clear explanations, and solutions built around your goals. At PJI Law, we don’t offer one-size-fits-all estate planning services. We create estate plans that reflect your life, your family, and your future.

At PJI Law, you’ll receive white glove service and personalized attention!

Copyright © 2025. PJI Law, PLC. All rights reserved.

The information in this blog post (“post”) is provided for general informational purposes only and may not reflect the current law in your jurisdiction. No information in this post should be construed as legal advice from the individual author or the law firm, nor is it intended to be a substitute for legal counsel on any subject matter. No reader of this post should act or refrain from acting based on any information included in or accessible through this post without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country, or other appropriate licensing jurisdiction.

PJI Law, PLC
3900 Jermantown Rd, 2nd Floor
Fairfax, Virginia 22030
(703) 865-6100
https://pjibe.webteam.ai/

Estate planning is critical for anyone who wants to safeguard their assets, provide for loved ones, and establish financial security for future generations. Among estate planning documents, proficient estate planning attorneys often recommend revocable trusts to their clients as a method of reaching their financial goals. Unlike an irrevocable trust, a revocable trust (also called a revocable living trust or a living trust) offers flexibility and control.

But what are the advantages and disadvantages of a revocable trust?

At PJI Law, our law office focuses on personalized estate planning to fulfill your goals and protect your family’s future. This blog, from a knowledgeable lawyer, explains the basic elements of revocable trusts and their benefits and limitations to help you evaluate whether this estate planning tool suits your unique needs and circumstances.

What Is a Revocable Living Trust?

A revocable living trust is a legal entity created to hold and manage assets during your lifetime. It takes its name from the grantor’s (the person establishing the trust) ability to modify, amend, or completely dissolve the trust during the grantor’s lifetime. Individuals who want full control over their estate plan as their needs and circumstances evolve can enjoy many benefits from a revocable living trust.

How a revocable living trust works:

• The grantor establishes the trust and transfers ownership of assets into it.
• The grantor names a trustee to manage the trust’s assets. Often, the grantor serves as their trustee during their lifetime. The grantor can also specify a successor trustee to manage the trust assets if the original trustee dies or can no longer handle this fiduciary responsibility.
• The grantor designates beneficiaries to receive the trust’s assets after the grantor’s death.
• The trust document includes the terms and distribution schedule for the assets.

A revocable living trust offers a straightforward and private way to manage your estate during your lifetime and after your passing.

Advantages of a Revocable Living Trust in Richmond, VA

A revocable living trust has various benefits that make it an appealing choice for many individuals and families in and around Richmond.

1. Avoid Probate

One of the most significant benefits of a revocable trust is its ability to avoid probate, a time-consuming, public, and costly process for your loved ones. Assets held in a revocable living trust skip the probate process and transfer directly to beneficiaries without court supervision, significantly reducing delays and expenses.

When Richmond families can avoid probate setbacks, it saves time and allows beneficiaries to access assets efficiently during a time of grief. The function of a living trust is particularly helpful when dealing with real estate, property, business interests, or financial accounts.

2. Maintain Privacy

Unlike a will, which becomes a public record during the probate process, a revocable trust remains private, preventing sensitive financial details and distribution plans from being publicly disclosed. For individuals and families who value discretion, the privacy of a living trust is a highly attractive feature.

3. Keep Flexibility and Control

A living trust allows the grantor to retain full control over the assets. Whether you need to add new assets, remove them, or change beneficiaries, you can make adjustments as your life circumstances evolve. The flexibility a living trust offers is perfect for situations such as:

• Changes in financial status
• New family dynamics, like divorce and second marriages
• Revisions to beneficiary designations
• Adjustments for tax planning purposes

4. Continuity in Incapacity

Should the grantor become incapacitated, the successor trustee named in the trust can step in to manage the assets seamlessly, preventing the need for court-appointed guardianship or conservatorship, and offering peace of mind for families managing difficult medical situations.

5. Minimize Family Conflicts

By outlining clear terms for asset distribution and naming a trustee to oversee the process, revocable trusts can minimize misunderstandings or disputes among family members. This is especially important in cases where assets are complex or when blended families are involved.

6. Flexibility in Asset Management

Assets transferred into a revocable trust are managed according to your instructions and can include real estate, bank accounts, investments, and more. For example, you can transfer Richmond properties into your trust for proper management and swift transfer to beneficiaries after your death.

7. Adaptation to Virginia-Specific Estate Laws

Virginia’s trust laws, governed by the Virginia Uniform Trust Code, provide a user-friendly framework for creating and administering trusts. Working with an experienced law firm well-versed in VA law helps your living trust adhere to all applicable guidelines, so you gain maximum benefit without unintended pitfalls.

Disadvantages of Revocable Trusts in Richmond, VA

While revocable trusts offer many advantages, they are not without downsides. Here are some factors to consider before deciding to create one.

1. Higher Initial Costs

Setting up a revocable trust generally requires more time and attorney fees compared to drafting a simple will. While the upfront expense may be substantial, the savings achieved by avoiding probate proceedings and legal fees later often outweigh the cost.

2. Funding the Trust

Once you create a trust, you must formally transfer assets into it. This process, known as funding the trust, can be time-consuming and requires careful attention to detail. Failing to fully fund the trust may result in certain assets still being subject to probate.

3. No Asset Protection

While an irrevocable trust offers protection from creditors, a revocable trust does not shelter assets in the same way. Because the grantor retains control of the assets during their lifetime, creditors can still make claims against them. If you want to safeguard assets during your lifetime, keep this in mind.

4. Does Not Save Estate Taxes

Revocable trusts do not provide relief from estate or inheritance taxes. If you have a substantial estate and concerns about federal estate taxes, you may need to incorporate other estate planning strategies alongside a revocable trust.

5. Ongoing Maintenance from the Trust Maker

A revocable trust is not a “set-it-and-forget-it” kind of tool for the trust maker. Life changes, new relationships, or shifting financial priorities require periodic updates. Additionally, you should monitor your beneficiaries over time to align the trust terms with your wishes as they evolve. Remain actively engaged with your trust so that it serves your objectives.

Is a Revocable Trust Right for You?

Whether or not a revocable trust is the best choice depends on your specific needs, family goals, and estate size. Individuals who will benefit most from this type of trust typically:

• Value flexibility and control over their assets
• Want to streamline the transfer of property after death
• Are concerned about maintaining privacy
• Need a plan for managing their estate in the event of incapacity

However, individuals with smaller estates or those that do not involve complex assets may achieve their objectives with a simpler plan, such as a will, which becomes a matter of public record, or a transfer-on-death deed.

Frequently Asked Questions About Revocable Trusts and Estate Planning

What is a revocable trust, and how does it work?

A revocable trust is a legal document that allows you to manage and distribute your assets during your lifetime and after your death. You, as the grantor, can modify or revoke it at any time. The trust, managed by a trustee, holds your assets, such as property or investments.

How does a revocable trust help with estate planning?

A revocable trust simplifies estate planning by organizing the handling and distribution of your assets. It helps avoid court involvement for probate, provides privacy, and carries out your wishes efficiently, especially if you have minor children or complex finances.

Will I still owe estate taxes with a revocable trust?

A revocable trust doesn’t protect your estate from taxes because the assets are still considered part of your taxable estate. However, if your estate is under the current estate tax exemption limits, there will be no estate tax imposed.

What is a Successor Trustee?

A successor trustee steps in to manage the trust’s assets if you become incapacitated or pass away. They must follow your wishes, pay debts, and distribute assets to beneficiaries

How do trust assets differ from personal assets?

Trust assets are those transferred into your trust’s name, such as bank accounts, real estate, or investments. Personal assets remain in your name and can be funded to your trust upon your death if proper beneficiary designations have been filed. To maximize the benefits of a revocable trust, you must transfer all appropriate assets properly.

What happens if I don’t have a Durable Power of Attorney?

Without a Durable Power of Attorney, your financial and legal decisions may require court involvement if you become incapacitated. Including this document in your estate plan allows your chosen representative to act on your behalf for important matters.

Do revocable trusts protect assets from creditors?

No, a revocable trust does not shield assets from creditors or lawsuits during your lifetime. For asset protection, you may need additional strategies, such as irrevocable trusts, tailored to your needs.

Can a revocable trust benefit minor children?

Yes, the trustee of a revocable trust manages assets intended for children until they reach a specified age. It prevents a court from appointing a guardian for financial matters and avoids direct inheritance issues.

Why is a Pour-Over Will important in estate planning?

A pour-over will works alongside a revocable trust to catch any assets not titled in the trust’s name at the time of your death. It transfers these assets into the trust, where they are distributed according to its terms.

Do financial institutions recognize revocable trusts?

Yes, most financial institutions recognize and work with revocable trusts. However, they may require specific documentation, like a copy of the trust or a trustee’s certification, before granting access to trust accounts.

How do I create and manage a revocable trust?

Creating and managing a revocable trust requires careful planning and legal guidance. It’s best to consult a qualified law firm that can draft the trust, assist with funding it, and guide you on succession planning to meet your goals.

PJI Law: Your Local Richmond Estate Planning Attorneys

Estate planning becomes manageable when you have knowledgeable advisors on your side. PJI Law’s staff of legal professionals understands the intricacies of Virginia law and offers white-glove service to tailor your estate plan to your needs. We serve clients at all stages of life, from young families to older individuals. In addition to revocable living trusts, our practice areas include irrevocable trusts, special needs trusts, power of attorney documents, and estate administration.

Have you been searching online for a “trust attorney near me,” “trust attorneys,” or “Virginia estate planning attorneys?” 

Whether you’re exploring a revocable trust, seeking to establish a last will and testament, or considering options for asset protection, durable power of attorney, and other components of a comprehensive estate plan, contact us to discover how we can help you preserve your legacy and protect your family’s long-term financial future.

With our personalized, high-touch approach, your estate planning will reflect your values and provide peace of mind for you and your loved ones.

Contact us at (804) 653-3450 or complete our online form to schedule a consultation.

Copyright © 2025. PJI Law, PLC. All rights reserved.

The information in this blog post (“post”) is provided for general informational purposes only and may not reflect the current law in your jurisdiction. No information in this post should be construed as legal advice from the individual author or the law firm, nor is it intended to be a substitute for legal counsel on any subject matter. No reader of this post should act or refrain from acting based on any information included in or accessible through this post without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country, or other appropriate licensing jurisdiction.

PJI Law, PLC
4108 E Parham Rd, 
Richmond, VA 23228
(804) 653-3450
https://pjibe.webteam.ai/