Now is the absolute best time to get your affairs in order
We understand that the estate planning journey may seem overwhelming and intimidating. We have a thoughtful, knowledgeable, and streamlined approach to develop a plan that protects your loved ones, implements and preserves your wishes, creates and secures your legacy, and provides a roadmap for those you trust in the event of incapacity or loss. We are your Maryland and Washington, DC estate planning partner along your journey whether it involves:
- Single, Partnered, Married, Divorced, Widowed Planning
- Blended Families
- Cohabitation Planning
- Premarital Planning
- Planning for Children or Grandchildren
- Planning for Elder Care
- Planning for Pets
- Education Planning
- Art, Charitable Giving, Legacy Gifts
- Asset Organization and Structuring
- Family Offices
- Heirs’ Property
- Business Interests
Estate Planning Services
In Maryland and Washington, DC, every estate planning journey is different. We explore your wishes, concerns, priorities, assets, and relationships to craft a tailored, personal estate plan and strategies. The strategies we use include:
Last wills and testaments
Revocable living trusts
Testamentary trusts
Irrevocable trusts
Operating agreements for multiple owners
Powers of attorney
Advance medical directives and health care powers of attorney
Guardianship designations for minor children
Incapacity planning
Estate plan updates following changes in circumstances
