Estate Planning

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protect your wealth and future

Preparing Your Legacy with Confidence

Estate planning is more than documents — it’s about ensuring your wealth and wishes are carried forward with clarity. At Evans Financial Services, we work with families and business owners across Marion, Roanoke, and the greater Blue Ridge region to build strategies that protect assets and provide peace of mind for future generations.

Why Estate Planning Matters

Shaping Your Future with Intention

Without a clear estate plan, your family may face unnecessary stress, legal hurdles, or unexpected tax burdens. We help design strategies that:


  • Ensure your wealth is distributed according to your wishes
  • Minimize estate and inheritance taxes
  • Support charitable giving goals
  • Coordinate trusts, wills, and beneficiary designations
  • Protect business succession and continuity
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Trust Planning

Designing revocable, irrevocable, and charitable trusts to manage wealth transfer and reduce tax exposure. Trusts can also help protect privacy and ensure assets are distributed according to your timeline.

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Charitable Giving & Philanthropy

Building legacy plans through donor-advised funds or charitable trusts. These strategies let you support the causes you care about while creating potential tax advantages.

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Estate Tax Planning

Identifying strategies to minimize state and federal estate taxes, keeping more assets with your family. Proactive planning can reduce surprises and preserve wealth across generations.

FAQs About Estate Planning

Here’s What You Need to Know

  • Do I need an estate plan if I already have a will?

    Yes. A will is only one piece of the puzzle. A complete estate plan can include trusts, powers of attorney, and tax strategies to protect your family.

  • When should I start estate planning?

    The earlier the better. While many begin planning before retirement, any individual with assets, dependents, or a business should consider it now.

  • Will you work with my attorney?

    Yes. We often collaborate with attorneys and other professionals to ensure every aspect of your estate plan is cohesive and legally sound.

  • How does estate planning connect to my investments?

    Estate planning works best when aligned with wealth management and tax planning, ensuring your legacy plan reflects your broader financial goals.