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A plan for you and your family

Our firm provides personalized service to tailor an estate plan that protects your family assets and ensures that your wishes are carried out as planned. Many of our clients are middle class families who want to protect and pass down their assets to the next generation. Some are government or corporate employees who have accumulated their wealth through long years of loyal service. Our firm strives to keep up with the latest technologies and changes in the law.

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faq

Do I need a living trust?

Trusts are appropriate for many people, but not for everyone. I have prepared a sample list of situations where a revocable living trust may be warranted. More information ›

What is probate?

Probate is a process where your will is proved and the Court assures your assets are distributed according to your wishes after all your creditors are paid. More Information ›

What is unique about your firm?

Our firm is committed to providing estate planning and administration services to middle class families. These families are given value by our focus on their needs, empathy, and use of technology to keep documents current and minimize costs.

What happens if I do not have a will?

State law creates a plan to pass your assets to your heirs. The most typical scenario is to split your assets between your spouse and your children. There is a priority among persons close to you to serve as your Personal Representative or Executor. The Court will name a guardian for your children.

What is a trust?

I like to describe a trust as rules that you create to deal with certain situations such as incapacity or death. Your trustee has legal title to your assets and is charged with ensuring compliance with the rules. One rule is to name a new trustee should you become incapacitated. Another rule is how to distribute the assets upon death. The persons who receive the money are beneficiaries. The Probate Court is limited in settlement of your affairs as long as your trustee has title to your assets.

Is a trust expensive?

There are more upfront costs for trust planning as you are paying for many of the costs that could be deferred until later. Those deferred costs could be considerably larger if a guardianship is required or a will dispute arises or avoidable taxes have to be paid. Our firm helps you analyze those costs and provides you a fixed fee estimate for the cost of a trust.

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From the blog

Maryland Estate Planning in 2019

Maryland Estate Planning in 2019

The Maryland Estate Tax exemption is scheduled to increase to $5,000,000 in 2019. Why would my family need to consider a trust?  Creating a revocable trust just to save on estate taxes is not necessary for most families today. However, trusts are effective in keeping property in the family, protecting a family’s wealth in the

West Benfield Road Closure


West Benfield Road is closed west of our office which limits access from Veterans Highway to our office on West Benfield Road. The best way to get to our office is to enter West Benfield Road from the east. If you are going east on Benfield Road, you must look for a very small sign for Laurel Drive followed by a quick turn onto West Benfield Road. Our office will come up quickly on the left. Here is the sign for the turn.

If you are arriving from the east, the route is not affected and road closure is after our office.

Directions from the west.  https://goo.gl/maps/Vke27URm8yL2

We look forward to seeing you. Thanks for your patience during the year of construction. The construction is for the installation of culverts that should help protect the Severn River.

2018 Legislative Update

After Congress passed the Tax Cut and Jobs Act of 2017 the Comptroller’s Office came up with estimates of substantial revenue increases for Maryland as the loss of deductions on the Federal return carried over to State return. The Comptroller’s office estimated that 71% of Maryland taxpayers will be unaffected, 6% will pay less taxes,