Reflections Life Planning LLC is a boutique estate planning firm specializing in comprehensive life and legacy planning for individuals and families, with a particular focus on the unique needs of blended families. The firm distinguishes itself through a holistic approach that integrates traditional estate planning with wealth building strategies and the preservation of intangible family assets.
The firm views wealth building and estate planning as complementary pillars of a client’s financial life, referring to this integrated process as life and legacy planning. They cater to busy professionals and families who are building their futures while often managing dual caregiving roles for children and aging parents. Their unique value proposition includes a specialized tool designed to capture and transfer not just financial assets, but also intellectual, spiritual, and human assets—what they term “Family Wealth”—which inheritors often value more highly than monetary inheritance.
Services Offered
- Estate Planning
- Wills
- Trusts
- Durable Powers of Attorney
- Medical Directives
- Living Wills
- Probate Cases
- Retirement Planning
- Life Insurance
- Long-Term Care Insurance
- Annuities
- Wealth Building Strategies
- Needs Analysis Consultation
- Life & Legacy Planning Sessions
The firm serves clients in the District of Columbia, the Commonwealth of Virginia, and the State of Maryland (for life insurance, long-term care insurance, and annuities only). Consultations are available by phone, email, video chat, or in person at their Vienna office.
