Estate Planning

Secure Your Family's Future With Estate Planning Services

Foti, Flynn, Lowen, & Co PC provides estate planning services in Roanoke, VA to help safeguard your legacy and ensure your family's financial well-being. We work with you to create a tailored plan that addresses your specific needs. Our comprehensive estate planning solutions include:

• Will preparation and execution
• Trust creation and management
• Power of attorney arrangements
• Healthcare directives
• Estate tax planning
• Charitable giving strategies
• Business succession planning
• Asset protection

Contact our team to begin developing your personalized estate plan today.

Why Estate Planning Matters

Estate planning is important for everyone, regardless of their financial situation. Here are some key reasons to consider our estate planning services:

• Safeguard your assets and reduce tax burdens
• Ensure your final wishes are respected
• Secure your loved ones' financial future
• Prevent potential family conflicts and legal issues
• Prepare for health-related decisions
• Create a lasting legacy and support causes you care about

Take control of your family's future. Let our knowledgeable team guide you through the estate planning process.

Why Choose Foti, Flynn, Lowen, & Co

When it comes to estate planning, you need a trusted partner with the knowledge and experience to protect your interests. Here's why Foti, Flynn, Lowen, & Co is the right choice for your estate planning needs:

• Certified public accountants with extensive financial expertise
• Complimentary estimates provided within 24 hours
• Recognized as Best of Roanoke 2025 by readers of The Roanoker
• Established in 1982 with over 200 years of combined experience
• Members of the Virginia Society of CPAs and the American Institute of CPAs
• Locally owned and committed to the Roanoke community
• Specialized nonprofit audit discounts available

Our team's extensive knowledge and dedication ensure that your estate plan is created with care and accuracy.

Contact Us

Take charge of your financial legacy today. Our estate planning professionals at Foti, Flynn, Lowen, & Co are ready to help you navigate estate planning with confidence. We'll collaborate with you to create a thorough strategy that meets your goals and protects your assets. Contact us now to schedule a consultation and start planning for your family's future.

At Foti, Flynn, Lowen, & Co PC, we understand that careful planning is essential when it comes to protecting your assets and securing your family's financial future. Our firm has years of experience helping individuals and families prepare for the next stage of life through comprehensive financial and legal strategies. When clients need professional guidance with estate planning in Roanoke, VA, they turn to us for dependable advice and personalized service that focuses on both present needs and long-term goals.

Comprehensive Guidance for Estate Planning

Our goal is to make estate planning in Roanoke, VA as clear and straightforward as possible. Many people think of estate planning only as writing a will, but it is much broader than that. We help clients create detailed plans that cover asset distribution, guardianship for minor children, business succession, and charitable giving. We also work closely with legal professionals to establish essential documents such as living wills, healthcare directives, and powers of attorney.

Each family or individual has unique financial circumstances, and we tailor our recommendations accordingly. By offering estate planning in Roanoke, VA, we help clients understand how their assets can be managed and transferred efficiently. Our professionals analyze tax implications, identify opportunities for wealth preservation, and help structure estates in ways that minimize potential conflicts and expenses for heirs.

Why Proper Estate Planning Matters

Planning for the future is one of the most important financial decisions anyone can make. Through our work in estate planning in Roanoke, VA, we guide clients through every detail, helping them make informed choices that protect their assets and ensure their wishes are honored. Without a well-organized plan, families may face unnecessary challenges, including delays in probate or disputes over property distribution.

We take the time to explain each step of the process clearly, providing insight into how tax laws and financial regulations can affect estate outcomes. With careful planning, we help clients preserve wealth for future generations. Each time we assist with estate planning in Roanoke, VA, our objective is to help clients achieve peace of mind knowing that their affairs are in order.

Personalized and Professional Service

At Foti, Flynn, Lowen, & Co PC, we recognize that estate planning is deeply personal. Every decision impacts loved ones and future generations. That is why we take a client-focused approach to estate planning in Roanoke, VA, offering individualized attention and clear communication throughout the process. We review financial portfolios, evaluate assets, and design customized plans that reflect each client's priorities.

Our professionals work closely with families, business owners, and retirees to develop comprehensive plans that align with their goals. Whether managing real estate holdings, investments, or retirement accounts, we bring precision and care to every aspect of estate planning in Roanoke, VA. Our role is to simplify complex financial details and create a strategy that stands the test of time.

Preparing for the Future with Confidence

No one can predict the future, but effective planning makes all the difference. Our approach to estate planning in Roanoke, VA is proactive and thorough, ensuring every financial consideration is addressed. We emphasize communication, transparency, and accuracy so clients fully understand how their plans will function over time.

By offering tailored services, we help clients safeguard their legacy while providing financial security for their loved ones. Families throughout Virginia have relied on our guidance for years because we combine professionalism with genuine care for the people we serve. Through our experience in estate planning in Roanoke, VA, we continue to make a lasting difference for those seeking clarity, organization, and peace of mind regarding their financial future.