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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Forms of Bequests

The decision to make a bequest from a will or trust can be done in many ways: Outright to the person Uniform gift to minors account Trust for the child until the child reaches a certain age (often 25) Trust for all of your children until the...

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