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116 A Walton Park Lane
Midlothian, VA 23114

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Scott Reisenweaver

(804) 897-8742

 

13 Wealth Management Issues

Our counsel is driven by what is important to you. Our recommendations are customized to your particular situation. While a majority of our clients have identified one or more of these wealth issues, there are numerous others that may pertain to you. Our process helps you prioritize these issues for you and your family.


  1. Investments
  2. Insurance
  3. Liabilities
  4. Qualified Retirement Plan/IRA Distribution Plan
  5. Stock Options
  6. Business Exit Plan
  7. Durable Power of Attorney at Incapacity
  8. Gifting to Children/Descendents
  9. Charitable Gifting during Life
  10. Titling of Assets
  11. Selection of Executor/Trustee
  12. Distribution Plan at Death to Spouse/Descendents
  13. Charitable Inclinations at Death