What Should I Know About Probate Costs?
March 15, 2023
Probate is the process of proving a will and settling an estate after an individual (decedent) dies.
What’s the Best Way to Organize Your Estate Plan?
February 23, 2023
Does somebody else know where it is in the event of your death or incapacity?
What You Need to Know About Inheritance
February 23, 2023
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
What Should Not Be Kept in a Safe Deposit Box?
February 6, 2023
Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
Resolve to Get Your Estate and Financial Affairs in Order
January 24, 2023
Resolve to get your estate plan and finance in order for the new year. Since the gym is crowded right now, call us to schedule an appointment – we’d be glad to help!
These Celebrities Didn’t have Wills…But You Should
January 24, 2023
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
Virginia Business Magazine announces the “Legal Elite,” and I made the list!
December 13, 2022
I am not exaggerating when I say I really love what I do.
Pay attention if you want to max out your retirement plan in 2023
December 12, 2022
Remember to make adjustments to your withholding if you contribute to a 401(k).
Can You Prevent Will from Being Contested?
December 8, 2022
From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.
Silver linings in the increasing federal funds rate
December 5, 2022
Now is certainly not the best time to lock in a 30-year mortgage, but it may be time to lock in a guaranteed savings rate.
Client Success Stories
Joseph Cuadrado (Joe)
December 5, 2022.
My wife and I got our will and power of attorney. We were really fortunate to have Robyn Ellis help us and sort it all out. I recommend them to my friends all the time.
Billy Meier
December 2, 2022.
Very satisfied with our experience and outcome. The staff's professionalism, friendliness, and knowledge were nice to see. Will remember them in the future for additional needs. Thank You for your assistance.
Tracy Etayo
March 8, 2022.
Very accommodating to my schedule. The appointment was very smooth and efficient and one of the partners took extra time with us to discuss an unrelated issue to the one we had the appointment for.
David palmer
March 7, 2022.
I have received excellent service and treatment from these professionals at Vested.
They have really gone out of their way to make us feel at home - from the moment you enter the door Janelle greets you with a smile and a warm hello.
Tammy has been my case worker and does a wonderful job . Every time I have a question she has the answer and gets it back to me ASAP!
Then we have Robyn Smith Ellis -The true professional in charge of it all. She has the knowledge and experience to take care of any problem you might have.
Anyone needing Elder Care answers- just head to “Vested”!
Dave & Karen Palmer
Murray Waldrop
August 10, 2021.
David Ellis has great knowledge of the industry.
He explains every item in your portfolio in great detail.
Keeps you informed about how the market reacts to different stimuli.
When the market takes a dive, he doesn't run and hide. What he will do is have conference calls for all to join and he discusses the what's and why's and what the plan of action will be. Trying to keep all calm cool and collective. Opens the floor for questions and encourages one on one conversations as well.
I am very satisfied with David and his assistants.
jon bern
July 27, 2021.
David and the team do a great job. Very personalized wealth management approach that is comprehensive yet focused when it needs to be. There are several investment options that are usually not considered with typical financial advisors that use "modern portfolio management approach" to investing.
I have been particularly happy with the Global Tactical strategy, which has proven to be responsive to changes in the financial climate with excellent upside gains yet mitigates downside risk. This uses a momentum based model that is constantly monitored for changes in asset class.
Most importantly the specific financial concerns of the individual investor are strongly considered in developing a comprehensive plan. This is not a cookie cutter investing, not one size fits all but rather a tailored approach to the individual and their family.
I have been with David for many years and strongly recommend him.
Merritt Bern (Jon)
James Crumpacker
July 27, 2021.
I appreciate David and his team. I feel valued and trust his investment approach.
Don Curtis
June 26, 2021.
I had a will and several other legal documents prepared by Vested Partners. Each process was a pleasant experience. The staff was knowledgeable, courteous and very accommodating. I feel it is a reflection of management style that the entire staff appeared to be truly happy.
Toms Elizabeth
April 29, 2021.
What a wonderful group! We greatly appreciate all that Vested Partners has to offer.
