Davies & Davies

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Davies & Davies Davies & Davies specializes in wills, trusts, estate planning, and fiduciary services.

Business owners, consider a hard question: What happens to the business if something happens to you? Without a successio...
10/22/2026

Business owners, consider a hard question:

What happens to the business if something happens to you?

Without a succession plan, your company's future may be decided by a court process instead of by you. Powers of attorney that cover business authority, buy-sell agreements, and careful trustee selection keep operations running and protect the value you have spent years building.

Your life's work deserves a plan as sturdy as the business itself.

One of the simplest estate planning updates is also the most overlooked. Your beneficiary designations on retirement acc...
10/14/2026

One of the simplest estate planning updates is also the most overlooked.

Your beneficiary designations on retirement accounts, life insurance, and payable-on-death accounts pass outside your will entirely. A marriage, a divorce, a move, or a new account can quietly leave those forms pointing to the wrong person.

A quick review now can spare your loved ones real complications later.

We were honored to have Peter Davies present "Representing Unmarried Couples" at the Virginia Bar Association Summer Mee...
10/06/2026

We were honored to have Peter Davies present "Representing Unmarried Couples" at the Virginia Bar Association Summer Meeting on July 17.

Unmarried partners have no automatic inheritance rights under Virginia law, which makes intentional planning essential for these families. It is a conversation the legal community needs to keep having, and we were glad to help lead it.

If this topic touches your own household, connect with our team.

There are about 100 days left in the year. How is your estate plan holding up? Fall is the ideal season for a review, be...
09/22/2026

There are about 100 days left in the year. How is your estate plan holding up?

Fall is the ideal season for a review, before the year-end rush arrives. Required minimum distributions, annual gifting, new accounts, and life changes like a marriage or a move can all affect whether your documents still match your intentions.

A review now leaves time to act before December.

Grandparents' Day is September 13, and it is a fitting moment to think about how your legacy supports the next generatio...
09/13/2026

Grandparents' Day is September 13, and it is a fitting moment to think about how your legacy supports the next generation.

A 529 plan is one of the most popular tools for education giving, and it works best when the ownership and beneficiary details are coordinated with the rest of your estate plan. Gifting strategies, trusts, and account designations all play a role, too.

Estate planning is the only thing we do. That focus matters because a well-built plan touches taxes, account titling, be...
09/09/2026

Estate planning is the only thing we do. That focus matters because a well-built plan touches taxes, account titling, beneficiary designations, and family dynamics all at once.

We coordinate with your CPA and financial advisor so every piece works together, and the documents you sign actually match the assets you own.

An attorney who handles a little of everything can miss the details that make a plan hold up.

Probate does not have to be complicated or costly, and with the right plan, your family may avoid much of it altogether....
08/20/2026

Probate does not have to be complicated or costly, and with the right plan, your family may avoid much of it altogether.

Probate is a public, court-supervised process, which means deadlines, filings, and personal financial details entering the record.

A properly funded living trust, coordinated account titling, and current beneficiary designations can move assets outside that process entirely.

The result is a smoother path for your executor and more privacy for your family. Call (434) 528-5500 or visit daviesanddavies.com to talk through your goals with our team.

If you are sending a child to college this fall, there is one legal detail that surprises most parents. Once your studen...
08/11/2026

If you are sending a child to college this fall, there is one legal detail that surprises most parents.

Once your student turns 18, you no longer have automatic authority to make medical decisions for them or even receive information from a hospital. HIPAA protects their records, including from mom and dad.

A power of attorney and an advance medical directive solve this before move-in day.

August is National Make a Will Month, and it exists for a good reason. Most adults still do not have one. A common misco...
08/05/2026

August is National Make a Will Month, and it exists for a good reason. Most adults still do not have one.

A common misconception keeps people from acting. Dying without a will does not send your estate to the state. Instead, Virginia law decides who inherits based on a fixed family hierarchy, and that hierarchy may look nothing like what you would choose.

A will puts those decisions back in your hands. Start your plan this month at daviesanddavies.com.

Another fun VBA Summer Meeting at the Omni Homestead is in the books. Thank you Susanna Jones for co-presenting, and Lau...
08/04/2026

Another fun VBA Summer Meeting at the Omni Homestead is in the books. Thank you Susanna Jones for co-presenting, and Lauren Jenkins for organizing the Wills, Trusts, and Estates Section’s seminar.

And shoutout to Ben Davies for winning the water slide competition!

We can’t wait to come back next year for more festivities with our friends and colleagues across the Commonwealth.

Address

4935 Boonsboro Road
Lynchburg, VA
24503

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5am
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14345285500

Website

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