Estate Planning

Precision Counts

Precision Counts

The activities surrounding Service Academy football games often gather more interest than the game itself. Parachute team members guide themselves to mid-field after the jump master determines wind conditions for the ideal place and altitude to...

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Will for Heroes 2016

Will for Heroes 2016

I spent yesterday at the Bethesda-Chevy Chase Rescue Squad building as a volunteer at Wills for Heroes. In the morning I taught the basics of the law behind a will and probate administration to volunteer lawyers whose daily practice is in other...

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Finding a Financial Advisor

A large percentage of my clients have financial advisors. Younger clients are reminded by the advisors to have a will, power of attorney, and advance medical directive prepared. Older clients come in with larger estates thanks to steady investing...

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Powerball Winner

In the days leading to the $1.6 billion Powerball jackpot many of my clients advised me that they would be retaining me once they had the winning numbers. None of them called as winners, but it is encouraging to know my clients realize that huge...

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Christmas Peace of Mind

Two days before Christmas and I decided to take off a couple of hours to finish my shopping. I walked through the mall in Annapolis looking for a few last gifts for the family. I was joined by many families shopping and children getting their...

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Severna Park Office

We are settling into our new office in Severna Park and clients really like the location. Just one mile off of I-97 with plenty of parking makes getting to an appointment much easier than finding a law office in Annapolis. We were able to design...

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WealthCounsel Symposium

Earlier this month I spent a week attending an estate planning conference in San Diego with many of my colleagues from across the country. No magic formula or big changes were touted. Much of the conference focused on relating to our clients...

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