As a partner in your financial success we connect our clients to important information, trusted contacts and news.
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Professional Partners
Working with trusted partners is an important part of providing a comprehensive focus on your financial well-being.
We will continue to spotlight dedicated professional partners who are committed to serving their clients in their respective industries.
Ellen K. Fishbein
Attorney at Law | Vienna, VA
- Estate Planning
- Business Organizations & Operation
- Nonprofit Formation
- Governance and
- Compliance
Is it time to review your estate plan?
“If your family situation is changing it is important to have your estate plan reviewed or created. An important goal of an estate plan will be to identify and change beneficiary designations to avoid, to the extent possible, the amount of assets that will be subject to probate, which is a costly and time-consuming process.”