Davies & Davies

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

Charitable giving and income planning are not mutually exclusive. A Charitable Remainder Trust may allow an individual t...
06/03/2026

Charitable giving and income planning are not mutually exclusive. A Charitable Remainder Trust may allow an individual to:

– Contribute appreciated assets

– Receive structured income

– Leave a remainder to charity

– Address certain capital gains considerations

These trusts are governed by federal requirements and must meet specific payout and remainder thresholds.

As Memorial Day approaches, our team at Davies & Davies joins the Lynchburg community in honoring the brave men and wome...
05/25/2026

As Memorial Day approaches, our team at Davies & Davies joins the Lynchburg community in honoring the brave men and women who gave their lives in service to our country.

Our office will be closed for the holiday as we take time to reflect and remember. We will resume normal business hours the following day and respond to any messages as soon as possible.

Wishing you a safe and meaningful Memorial Day as we pause to remember those who made the ultimate sacrifice.

Many people assume a will is enough. In reality, a well-rounded estate plan often includes more.A strong foundation typi...
05/20/2026

Many people assume a will is enough. In reality, a well-rounded estate plan often includes more.

A strong foundation typically involves three key documents:
– A power of attorney to manage financial matters
– An advance medical directive to outline healthcare decisions
– A will or trust to direct how assets are handled

Each piece plays a distinct role, helping ensure that both financial and healthcare decisions are addressed with clarity.

It is also important to revisit these documents over time, especially after major life changes such as retirement, relocation, or the loss of a spouse.

A plan that once fit well may need adjustments to continue reflecting current wishes and circumstances.

This Mother’s Day, we’re reflecting on the lasting impact of the women who shape our families, values, and legacies.From...
05/10/2026

This Mother’s Day, we’re reflecting on the lasting impact of the women who shape our families, values, and legacies.

From guiding the next generation to making thoughtful decisions about the future, their influence reaches far beyond today.

We’re grateful for the mothers, grandmothers, and maternal figures who inspire care, planning, and connection every day.

Wishing you a meaningful and joy-filled Mother’s Day. 💐

Estate planning works best when each piece is designed to support the others, creating a plan that is both cohesive and ...
05/04/2026

Estate planning works best when each piece is designed to support the others, creating a plan that is both cohesive and easy to carry out.

An Estate Planning Seminar will be presented at Westminster Canterbury on Wednesday, May 13th, at 10:00 a.m.

Discussion topics include:
– Wills and probate administration
– Trust planning and privacy considerations
– Retirement account coordination
– Tax-aware beneficiary designations

A well-structured plan can help protect assets, simplify administration, and ensure intentions are clearly carried out.

An advance directive is a legal document used during life, not after death. In Virginia, it allows an individual to:🔹App...
04/23/2026

An advance directive is a legal document used during life, not after death. In Virginia, it allows an individual to:

🔹Appoint someone to make health care decisions if needed
🔹Express preferences for medical treatment and end-of-life care

Advance directives help support informed decision-making and reduce uncertainty for families, particularly in multigenerational households or blended families.

Healthcare decisions feel more manageable when they are made ahead of time, before emotions and urgency come into play.A...
04/14/2026

Healthcare decisions feel more manageable when they are made ahead of time, before emotions and urgency come into play.

A Healthcare Decisions Seminar will be held at Westminster Canterbury in Lynchburg on Thursday, April 23rd at 10:30 a.m.

Topics will include:
– Advance medical directives
– Appointment of a healthcare agent
– Reducing uncertainty for families during medical situations

Thoughtful planning can bring clarity, reduce stress, and help ensure decisions reflect personal wishes with dignity.

Assets can be transferred to the Virginia Unclaimed Property Division when account holders move, mail is returned, or ac...
04/13/2026

Assets can be transferred to the Virginia Unclaimed Property Division when account holders move, mail is returned, or accounts go dormant.

Reviewing the state’s unclaimed property database is a practical step, especially for families with a long history in Central Virginia. https://www.vamoneysearch.gov/

This can be useful during estate planning, administration, or routine record maintenance.

During tax season, estate planning is often associated with the estate tax. However, for many families, income tax plann...
04/02/2026

During tax season, estate planning is often associated with the estate tax. However, for many families, income tax planning plays a more significant role.

Tax-deferred accounts like IRAs can create important decisions around timing, beneficiaries, and distribution strategies. Coordinating estate planning with income tax considerations helps ensure the plan reflects both legal and financial objectives.

Serving as an executor or trustee can vary in complexity. Certain factors may increase the challenge, including:🔹Complex...
03/26/2026

Serving as an executor or trustee can vary in complexity. Certain factors may increase the challenge, including:

🔹Complex or unique assets
🔹Disagreements among beneficiaries
🔹Special needs planning
🔹No clear individual available to serve

In some cases, a professional fiduciary, such as a law firm or bank trust department, may be an appropriate option.

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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