Estate & Income Planning Services in Virginia Beach & Hampton Roads
Seven ways we help families protect what they have built and plan for what comes next. Call (402) 649-1418 to schedule your consultation.
Estate and Income Planning Services for Hampton Roads Families
Legacy Solutions Estate & Income Planning helps individuals, couples, military families and business owners across Virginia Beach and Hampton Roads plan for retirement, protect their assets and pass on what they have built. Every plan starts with education, so you understand your options before making any decision. Explore our services below, or call to talk through where you are today.
How We Work
Education first. We explain how each strategy works in plain language.
One coordinated plan. Your estate plan, retirement income, taxes and insurance should work together, not in separate silos.
A team approach. We coordinate with your attorney, CPA and other advisors.
Ongoing reviews. We revisit your plan as your family, health and the rules change.
Planning That Works Together
Most families do not need one product. They need a plan where each piece supports the others. Your will or trust decides who inherits, your beneficiary designations must match it, your retirement income plan determines how long your savings last, and your tax strategy affects how much you and your heirs keep.
When these pieces are planned separately, gaps appear: an outdated beneficiary form overrides a new trust, or an income plan ignores the cost of long-term care. We look at the whole picture first, then recommend the services that fit your situation, from a simple estate plan to a full retirement, tax and legacy strategy.
Call (402) 649-1418 or fill out the form below to schedule your consultation.
Our Planning Services
Estate Planning
Wills, living trusts, powers of attorney and healthcare directives that protect your family and help avoid probate in Virginia. Includes trust funding so your plan works when it is needed. Learn about estate planning.
Retirement Income Planning
Turn savings, pensions, military retired pay and Social Security into a dependable paycheck for life, with a withdrawal strategy built to manage taxes and market risk. Learn about retirement income planning.
Asset Preservation & Risk Management
Protect your savings and home from long-term care costs, an early death, disability and other risks with the right mix of insurance, guaranteed income and planning. Learn about asset preservation.
Tax Mitigation Strategies
Roth conversions, withdrawal sequencing, required minimum distribution planning and charitable strategies that can lower lifetime taxes for you and your heirs. Learn about tax planning.
Wealth Transfer & Legacy Planning
Coordinate beneficiary designations, trusts, life insurance and lifetime gifts so heirs receive more, pay less in taxes and have the cash they need right away. Learn about legacy planning.
Business Planning
Funded buy-sell agreements, key person coverage and succession plans that protect your business, your partners and your family. Learn about business planning.
Charitable Remainder Trusts
Turn appreciated assets into lifetime income, receive a partial tax deduction and leave a gift to the causes you care about. Learn about charitable remainder trusts.
Who We Help
Pre-retirees and retirees planning income, taxes and long-term care.
Military families and retirees coordinating military retired pay, the TSP, SBP and SGLI or VGLI.
Parents and grandparents who want to pass on an inheritance clearly and efficiently.
Small business owners planning for continuity and an eventual exit.
Charitably minded families who want their giving to also reduce taxes.
Free Educational Workshops
We host free estate and retirement planning workshops across Hampton Roads. They are a no-pressure way to learn the basics and ask questions. See our upcoming events.
Serving Virginia Beach and All of Hampton Roads
Legacy Solutions Estate & Income Planning is based in Virginia Beach and works with individuals, families and business owners throughout the 757, including Virginia Beach, Norfolk, Chesapeake, Portsmouth, Suffolk, Hampton and Newport News. We also host free educational workshops. See our upcoming events or explore all of our services.
Legacy Solutions Estate & Income Planning
2 Constitution Drive, Suite 101, Virginia Beach, VA 23462
Phone: (402) 649-1418
This page is for general educational purposes. Legacy Solutions Estate & Income Planning does not provide legal, tax or investment advice. Consult a licensed attorney, tax professional or financial advisor about your specific situation.
Work With Shannon Raitt
Shannon Raitt of Legacy Solutions Estate & Income Planning brings an education-first approach to every service, so you understand the reasoning behind each recommendation. As a military spouse in Hampton Roads and part of a second-generation, family-owned firm with more than 40 years in financial services, she helps families plan with confidence.
Frequently Asked Questions
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Most families need more than one, because estate planning, retirement income, taxes and insurance affect each other. Your first consultation is a conversation about your goals, and we will recommend where to start.
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Yes. Legacy Solutions Estate & Income Planning does not provide legal or tax advice. We coordinate with your attorney, who drafts legal documents, and your CPA, who advises on taxes.
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Yes. Shannon is a military spouse and understands deployments, PCS moves and the benefits military families need to coordinate, from SBP decisions to TSP withdrawals.
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Our office is at 2 Constitution Drive, Suite 101, Virginia Beach, VA 23462. We work with families throughout Hampton Roads, including Norfolk, Chesapeake, Portsmouth, Suffolk, Hampton and Newport News.
Schedule Your Consultation
Tell us a little about your situation and we’ll follow up to set up a time to talk. Prefer the phone? Call (402) 649-1418.