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Estate Planning
Our office can design a simple, effective estate plan and document portfolio tailored to meet your specific needs, including:
- Maryland Wills
- Revocable Living Trusts
- Inter Vivos Gifts
- Living Wills
- Health Care Powers of Attorney
- Durable Powers of Attorney
- Advanced Medical Directives
Planning Philosophy
Many estate plans reflect a needlessly complex effort both to avoid the largely imaginary perils of probate, as well as to produce marginal state and federal tax savings that are often outweighed by the high up front costs of implementing the plan.
The right estate plan supplies a high level of certainty while retaining the greatest possible flexibility for the benefactor and his or her heirs. The right plan also strikes the proper balance between complexity, tax exposure and transaction costs.
For some people these goals are best achieved through a traditional will, probate and few simple tax strategies.
For some people these goals require a comprehensive estate portfolio, including Revocable Living Trusts as well as some detailed tax planning.
In either case, a free initial consultation and flat fee estate planning packages assure that you will find the right plan at an effective price for your needs.
Submit inquiries to:
for further information or to schedule a free initial consultation.
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