1400 Front Avenue, Suite 202
Lutherville, MD 21093
3300 North Ridge Road, Suite 215
Ellicott City, MD 21043
Estate Planning is more than simply a set of documents. It involves the coordination of a client's entire financial picture with the client's personal wishes and legal needs. Creating personalized and customized estate plans is at the core of our Estate Planning Practice. We take the time to listen to the client's wishes, then develop an Estate Plan personally tailored for the client. We blend estate tax saving, asset protection, and other planning techniques with the client's wishes to arrive at an effective and comprehensive Estate Plan.
As described in Our Story, our practice model is based on taking the time necessary to ensure every minute detail of our client's Estate Plan is addressed. That includes coordinating asset ownership, planning for business succession, addressing tax considerations, and any other needs specific to the client. We work closely with a client's Financial Advisor, Accountant, and other professional advisors to ensure a complete Estate Plan is implemented.
A representative list of documents prepared as part of an Estate Plan include:
Last Will and Testaments
Revocable Living Trusts
Financial Powers of Attorney
Advance Medical Directives
Irrevocable Life Insurance Trusts
Bypass / Disclaimer Trusts
Grantor Retained Annuity Trusts
Business Succession Documents (ex. Buy/Sell Agreements)