FINANCIAL PLANNING

Estate Planning

Have a question about estate planning?

Get objective estate planning advice to ensure your estate transitions the way you intend

We'll work with your estate planning attorney to make sure your estate planning documents are seamlessly coordinated with your assets. Here's how we'll help you simplify and transition your estate...

Properly Title Assets for Beneficiaries

This is an area that’s often overlooked when an estate plan is drafted. There are 5 types of beneficiary designations and we can help you make the best decision.

Maximize Your Charitable Giving

If you are charitably minded, giving can be a great strategy to reduce the size of your estate. But there are many strategies to maximize your gifts and reduce your taxes. We can help.

Reduce Probate Expenses

Estate planning can provide an objective lens on how to reduce probate expenses. 

Get Your Estate in Order

We'll help make sure your estate transitions to heirs the way you intend by collaborating with your estate planning attorney or one of ours.

Assets in Other States

Trusts are valid under state law and not federal law, assets held in other states may not pass correctly to your heirs. We can help identify issues and provide advice on how to fix it.

Partner with Your Estate Attorney

Often times individuals draft a will or trust with their attorney but never actually title their assets properly. This can be a costly mistake. We'll collaborate with your attorney to ensure your assets transition correctly.

Estate Planning Can Help You Answer Many Questions

  • Are my account beneficiary designations correct?

  • Do I need to update my will? 

  • Do I need a trust? 

  • How can I minimize estate taxes?

  • How can I ensure my spouse will be financially okay after I die? 

  • What's the best way to gift during my lifetime?

  • How can I maximize my charitable donations? 

  • How can I make sure my children don't spend their inheritance too quickly? 

If you’re looking to properly align your investment assets with your estate planning goals in Williamsburg, Richmond, or Glen Allen, VA, we can help.

Call (888) 320-7400 or click to get in touch.

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CONTACT US

 

Covenant Wealth Advisors is a private wealth management and fee only financial planning firm with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our financial advisors and fee-only financial planners specialize in working with successful individuals and families age 50 plus, who are concerned about retirement, and who have over $1 million in investable assets.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018