Johnson, Rosen & O'Keeffe LLC Johnson, Rosen & O'Keeffe LLC
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Estate Planning, Administration, Probate And Litigation

We Help Your Family Prepare For The Long Term

An estate plan determines how your property and assets will be handled after your death. It's about more than minimizing taxes, although that is certainly an important aspect of estate planning. An estate plan is your last chance to speak to your loved ones, to express your values and to reward special people, charities and organizations in a way that is personally meaningful to you.

A basic estate plan can include: 

  • A will
  • A power of attorney
  • An advance medical directive
  • Naming an executor

A more complex estate plan may include more, such as:

  • A trust
  • A living trust
  • A special-needs trust
  • Naming a trustee
  • Naming an attorney-in-fact (for business owners)
  • Business succession plans

A well thought out estate plan can minimize taxes and ensure that your wishes are carried out upon your death.

Seek Our Assistance – Get Experienced Counsel

At Johnson, Rosen & O'Keeffe LLC, we have more than a decade of experience preparing, maintaining and executing estate plans of various sizes and levels of complexity. Whether you need a simple estate plan or something more sophisticated, we have the experience and legal background necessary to help you make smart decisions about your estate plan – decisions that will prepare you and your family for the long term.

When you obtain our services, you will receive personalized consultations and advice specific to your situation. We will help you come up with a strategy that makes sense for you and your family. We will help you draft the appropriate legal documents to ensure that they are done right the first time.

We understand that sometimes timing is sensitive, which is why we maintain a rigorous schedule when preparing an estate plan. We will make sure things stay on track and that you are kept informed about the progress of an estate plan. When you come in for a consultation, we don't waste your time – we get down to business and address your legal concerns in a timely manner.

Schedule An Initial Consultation

If you need a compassionate estate planning lawyer with experience and a deep understanding of estate planning, administration and even litigation, then contact Johnson, Rosen & O'Keeffe LLC. We serve clients in the Roanoke area of Virginia. To schedule a consultation, call 540-904-1619 or fill out our contact form. We accept credit cards.

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