It is with great pleasure that my wife and I wholeheartedly recommend the skilled estate planning…read morelegal services of our attorney Jonathan Cox, Esq., at NOVA Estate Planning. Having carefully considered a wide variety of qualified estate planning professionals in Northern Virginia, the outstanding client references for Jonathan Cox, Esq. made him our "#1 Choice."
From our initial meeting and onward, Jonathan never failed to maintain a courteous and relaxed demeanor. He patiently listened to all of our preconceived estate planning objectives and concerns. With those insights, Jonathan proceeded to explore for us the pros and cons of a wide variety of practical options and approaches, tailored for our personally articulated joint objectives and priorities. Jonathan explained to us each potential path of asset protection, while weighing the tax considerations, asset protection strengths and shortcomings of each option. He would patiently lay out the unique administrative aspects of every approach, while pondering the day-to-day and long term asset/cash management characteristics of each.
Once our estate planning objective and preferences were extensively explored and conceptualized, Jonathan began diagramming a proposed "best structure" of our customized estate plan, all on a large white board in his private conference room. And there before our appreciative eyes, the entire structure of our estate plan did unfold. With scholarly skill, Jonathan would carefully explain each and every aspect of the proposed plan, weighing the relative tax impact, secure ownership and retained control of each progressive step. Shortly thereafter, appropriate legal documents were generated (in draft form), incorporating our exact priorities; ranging from living trusts; beneficiary trusts; powers of attorney; payment and transfer on death instructions; real property re-titling; advanced care directives; etc. After careful review and discussion, an orderly array of finalized legal documents were generated, presented, proofread, executed, notarized and filed (where required). Eventually, all originals were compiled in a neat pocketed binder and digitalized for our future reference, use and potential updating. Straightforward written instructions by Jonathan accompanied all our documents, designed for future reference by ourselves and by our heirs in the final administration and distribution of our estate.
My wife and I remain fully satisfied with the extraordinary high quality of professional counsel, interim guidance and finalized work product provided by Jonathan Cox, Esq.; all at a very reasonable cost.
Most importantly... Jonathan Cox has provided, both my wife and I, peace of mind.
Thank you, Jonathan!
by - Fred V.
Vienna, VA
