Davies & Davies

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

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.

IRA planning involves more than simply naming a beneficiary.Distributions from traditional IRAs are typically subject to...
07/23/2026

IRA planning involves more than simply naming a beneficiary.

Distributions from traditional IRAs are typically subject to income tax, which can affect both the account owner during retirement and those who inherit the account.

Without coordination, these distributions may lead to unintended tax consequences or timing issues for beneficiaries.

Aligning IRA designations with an overall estate plan can help manage tax impact and provide clearer, more predictable outcomes.

A power of attorney is a powerful document that gives someone authority to act on another’s behalf in financial and lega...
07/14/2026

A power of attorney is a powerful document that gives someone authority to act on another’s behalf in financial and legal matters.

Choosing the right agent is critical, and it is not a document that should be set aside and forgotten. Life changes such as retirement, relocation, or shifts in relationships can impact whether it still reflects current needs.

Regular review is especially important for retirees and for adult children assisting parents with financial decisions.

An advance medical directive provides clarity when decisions matter most.It allows individuals to outline healthcare pre...
07/09/2026

An advance medical directive provides clarity when decisions matter most.

It allows individuals to outline healthcare preferences and appoint someone to make decisions if they are unable to do so, helping reduce uncertainty for family members.

Without clear guidance, loved ones may be left guessing. Putting these wishes in writing helps ensure care aligns with personal values.

Advance directives are an important part of a complete estate plan and should be reviewed as circumstances change.

Happy Fourth of July from our team at Davies & Davies 🇺🇸As we celebrate the freedoms that have shaped our country, it’s ...
07/03/2026

Happy Fourth of July from our team at Davies & Davies 🇺🇸

As we celebrate the freedoms that have shaped our country, it’s also a meaningful time to reflect on how we protect what matters most—our families, our assets, and our future.

Whether you are enjoying fireworks, time with loved ones, or a backyard cookout, we hope your holiday is both joyful and safe.

Please note our office will be closed on Friday, July 3rd, in observance of Independence Day. We will reopen after the holiday weekend and look forward to connecting with you soon.

Father’s Day is a reminder that the impact of a great dad often shows up in the values, lessons, and stability he leaves...
06/21/2026

Father’s Day is a reminder that the impact of a great dad often shows up in the values, lessons, and stability he leaves behind.

We see every day how planning ahead—through wills, trusts, and thoughtful estate planning—can help protect those legacies for the next generation.

To all the fathers and father figures in our community, thank you for the guidance, care, and long-term thinking you bring to your families.

How has a father figure shaped your approach to planning for the future?

Retirement accounts are often described as tax-deferred, but that does not mean tax-free.Required minimum distributions ...
06/09/2026

Retirement accounts are often described as tax-deferred, but that does not mean tax-free.

Required minimum distributions (RMDs), beneficiary elections, and inherited IRA rules can create significant income tax exposure over time.

Periodic review of beneficiary designations, withdrawal strategies, and trust alignment may help avoid unintended tax consequences.

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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