Vested Partners

07/24/2026

Joint ownership, beneficiary designations, and revocable living trusts all keep assets out of probate court. Only one of them has anything to say when the plan meets something unexpected.

07/02/2026

Even financial professionals can be targeted by sophisticated scams. Learn how one near miss happened and the warning signs that could protect you.

06/21/2026

Celebrating all fathers today, including the ones in our lives! Here’s to all the good dads!

06/04/2026

We are so happy to share a recent Google review from a client. We value our long term relationships with clients who also become friends.

06/04/2026

Pride Month is a reminder that visibility, acceptance, and belonging matter deeply. At Vested Partners, we are committed to being a safe, welcoming space where every client — regardless of who they love or how they define family — is treated with warmth and respect. To our LGBTQ+ clients and community: we see you, we celebrate you, and we’re honored to serve you. 🌈

05/18/2026

Occasionally we speak with clients who have been scammed, or whose parents have been scammed, out of money. We are sharing a guide written by the National Academy of Elder Law Attorneys regarding the most common scams. Please reach out if we can help.

Occasionally we speak with clients who have been scammed, or whose parents have been scammed, out of money. We are sharing a guide written by the National Academy of Elder Law Attorneys regarding the most common scams. Please reach out if we can help.   Click here to view the guide.   Click here o...

05/12/2026

Take a look at this event coming up with Good Samaritan Hospice in Roanoke.

Love does not end when someone dies. It changes shape. It becomes a memory, a story, a song, a familiar place, a quiet moment when we feel them close.

Good Sam’s 2nd Annual Memorial Service & Butterfly Release offers a meaningful way to honor that love. Join us on June 6 at 10 a.m. as we gather as a community to remember loved ones, celebrate their lives, and release butterflies in their memory.
Honor a loved one today at goodsam.care/butterfly-release.

05/08/2026

Congratulations to the winner of our Shred Day raffle, Jim Robertson! Thank you to everyone who came out this year!

05/05/2026

Hoping to avoid probate using a revocable trust? Pay attention to these considerations!

You probably know that a revocable trust avoids probate, but did you know that this is only true if you have funded your trust?