Estate, Trust & Tax Planning

Trustworthy Virginia Tax Planning Services

For many HSC Wealth Advisors clients, our trust, estate and tax planning services provide the basis for long term security and a legacy of wealth. Our estate and tax planning service helps our clients protect the assets and investments they have worked so hard to build.

Trust and Estate Tax Planning

Achieving your financial goals is a tremendous accomplishment that can help you sleep more soundly at night and protect your wealth legacy for future generations. Unfortunately, losing those assets can happen quickly if prudent wealth management strategies are not put into place.

At HSC Wealth Advisors, our estate and tax planning services will help you preserve your assets from an undue tax burden while protecting them for future growth. If you have achieved your financial goals, don’t let them slip away with careless financial management. Whether you chose to put your assets in a trust or you’re planning for your heirs, HSC Wealth Advisors can relieve your tax burden with sound investment and transfer strategies.

The experienced estate, tax and trust team at HSC Wealth Advisors can also help you move your assets into tax-efficient vehicles that will preserve your legacy. HSC Wealth Advisors has a 30-year history of providing sound planning advice to clients on a fee-only basis that assures your interests are put where they should be: first. If necessary, we’ll partner with qualified tax and legal professionals to assure the in-depth protection of your legacy.

An Independent, Fee-Only Financial Advisory Firm

Unlike brokerage firms that push sponsored products on clients in exchange for fees, HSC Wealth Advisors only recommends ETFs and no-load, no-transaction-fee mutual funds that preserve your capital. We only accept fees for our advisory services — we never earn compensation to force our clients into specific products. This avoids conflicts of interest and assures that we keep your best interests in mind. We take our fiduciary standard seriously, and we recommend only the investment vehicles that provide the most cost-effective returns.


Our Team and Philosophy

The team of estate tax planning professionals at HSC Wealth Advisors provides our clients with a combination of decades of expertise, superior credentials and a commitment to integrity and results. In addition to estate, tax and trust planning, HSC Wealth Advisors also offers comprehensive advisory services that can help your family grow retirement assets, plan for education expenses, analyze insurance needs and provide for charitable giving.

At HSC Wealth Advisors, our mission is to build lasting client relationships that grow and protect your assets while enhancing your lifestyle.  We put your family’s needs first. No other advisor firm matches our experience, education, expertise, and credentials.

Contact HSC Wealth Advisors, and let us create and protect a lasting legacy for your financial achievements.