Proactive Today for a Peaceful Tomorrow

Financial Advisors

Unlocking Opportunities for Financial Advisors in Estate Planning Collaboration

Estate planning is complex and nuanced. The process requires coordinating numerous financial, legal, and life decisions. In our office, we believe in a thorough and coordinated estate planning process because having the right financial advice is essential for our clients’ long-term goals. We strive to work side by side with financial advisors to develop a complete strategy for our clients in Northern Virginia and Hampton Roads that incorporates their approach and economic strategies.

Schedule a Free Consultation

Stephanie Himel did an incredible job supporting me and my spouse during our estate planning. She patiently walked us through the ways we could ensure our children would be protected if one or both of us died or was i…Read Full Google Review

Kayla Williams

I recently had the pleasure of working with Stephanie Himel-Nelson at Jennifer Porter Law Firm’s Norfolk office to create power of attorney documents for my adult son and myself. Stephanie was incredibly responsive an…Read Full Google Review

Seta Vandegrift

Our 20+ year old will, trusts and associated docs needed a review and update. On the recommendation of a friend, we reached out to the Jennifer Porter Law firm and were promptly contacted by a partner, Stephanie Himel…Read Full Google Review

John Munnell

We take the time to truly listen and understand your needs.

Attention to detail that larger firms often overlook.

A focus on quality, not quantity.

Jennifer Porter

Jennifer Porter Law, PLLC

The Vital Role Played by Financial Advisors in Estate Planning

Financial advisors and estate planning attorneys go hand in hand. Financial advisors aim to ensure that assets are well-managed, while estate planning attorneys focus on legally protecting those assets according to the client’s wishes.

Consequently, this partnership brings about a range of benefits:

Comprehensive Preparation
By combining financial advisory services with estate planning, we create a strong foundation, planning for both economic and legal issues, thereby safeguarding assets for future growth.
Sustained Conversations
When our clients’ legal and financial advisors regularly communicate, we can anticipate planning and tax issues as the legal and financial landscapes change.
Tax Minimization
By working together as one, financial advisers and estate planning attorneys can help minimize taxes thus preserving wealth forgenerations to come.
Guidance in Unison
Advice that involves both aspects of financial growth and legal security is beneficial to clients since it enables them manage their estates effectively.

Fundamental Tools for Financial Advisors

As an estate planning attorney, I know how important it is to give financial advisors the right tools. These resources can enhance your services and offer guidance when it comes to explaining the importance of estate planning to clients. Here are some useful materials to help you serve your clients even better:

Working with Stephanie throughout this process was so perfect. Her bedside manner and guidance throughout the preparation and execution of our estate plan was incredible. Truly a bespoke legal experience and I highly…Read Full Google Review

Kate Hudson

Before hiring Ms. Nelson, I was deeply concerned about becoming a burden to my children and leaving behind unresolved estate matters during their grief process. Having experienced the devastation of losing both my mot…Read Full Google Review

Jackson Child Care

Ms. Himel-Nelson is such a smart and impressive attorney– she mastered a mountain of research to answer some really complicated questions for me. I was really fortunate to work with her!…Read Full Google Review

Melody W