Wealth Preservation
Protect the assets you've built through careful, long-term planning.
ESTATE PLANNING
Protect What You've Built. Preserve What Matters Most.
A coordinated approach to managing wealth can provide the security that comes with planning financially for every stage of life.
30+
Years Experience
800+
Retirees Guided
7+
Locations
Estate Planning Starts With The People You Love.
The right plan connects your present income and liquidity needs with long-term goals and the people and organizations that matter most to you.
The Legacy Journey
Building A Legacy Takes A Lifetime. Protecting It Takes A Plan.
Every financial decision contributes to the legacy you leave behind. We help coordinate your retirement, investment, tax, and estate strategies into one comprehensive plan.
Build
Grow your wealth throughout your lifetime.
Protect
Safeguard your assets from unnecessary risks.
Prepare
Organize your estate and important wishes.
Transfer
Pass your wealth efficiently to future generations.
Legacy
Leave a lasting impact on the people and causes that matter most.
Comprehensive Estate Planning
Thoughtful Strategies. Lasting Impact.
Estate Tax Strategies
Identify opportunities to reduce unnecessary estate taxes and expenses.
Beneficiary Planning
Ensure your assets are transferred according to your wishes.
Legacy Planning
Create a meaningful financial legacy for future generations.
Charitable Giving
Support causes you care about with tax-efficient giving strategies.
Family Wealth Transfer
Help simplify the transition of assets and values for your loved ones.
The Five Principles
A Life Well Planned. A Legacy Well Protected.
- Build wealth with purpose and discipline.
- Create an investment strategy aligned with your objectives.
- Minimize taxes and prepare for life's uncertainties.
- Balance today's lifestyle with tomorrow's needs.
Advisor Spotlight
Leadership. Vision. Purpose.
Thomas P. Marshall
Tom founded VERPA with a simple belief: an educated investor is our best client. His leadership is rooted in transparency, independence, and a lifelong commitment to helping families retire with confidence.
- ● President
- ● MBA
- ● MDiv
- ● Vanderbilt University
- ● Virginia Union University
- ● Virginia Military Institute
- ● Author of More Retirement Smarts: Plan Well and Retire Well
Frequently Asked Questions
Your Questions.
Answered.
What is estate planning?
Estate planning is the process of organizing how your assets are protected, managed, and transferred — both during your lifetime and after — so your wishes are carried out and your family is protected.
Do I need an estate plan if I already have a will?
A will is an important piece, but a complete plan also covers beneficiary designations, account titling, powers of attorney, and coordination with your financial and tax strategy.
Can you work with my attorney?
Absolutely. We collaborate with your attorney and other trusted professionals to help ensure your financial and estate planning strategies work together.
How often should I review my estate plan?
We recommend a review every few years, and any time you experience a major life event like a marriage, birth, or death in the family.
Can estate planning reduce taxes?
Yes. Thoughtful titling, gifting, and beneficiary strategies can help reduce unnecessary estate and income taxes for you and your heirs.
When should I update my beneficiaries?
Review your beneficiaries after any major life change — marriage, divorce, a new child or grandchild, or the death of a named beneficiary.
Start The Conversation
Create A Plan For Every Stage In Life.
Coordinate your financial and legacy goals with a plan designed around the people and organizations that matter most to you.
