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Estate Planning

Did you know that everyone has an estate? Your estate is comprised of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possession, etc. No matter how large or small your estate may be, you can’t take it with you when you die. When that happens, you will want to control how those things are given to the people, organizations, and charities you care most about.

 

Estate Planning ensures that your wishes are carried out, by creating a plan which controls whom you want to receive items in your estate, what you want them to receive, and when you want them to receive it

Our estate planning services allow us to create a custom plan that is tailored specifically for you and your needs. We will work closely with you to determine what services are best for you.

Our will-based plans include:
  • Last Will and Testament
  • Financial Power of Attorney
  • Advance Directive
Our trust-based plans include 
  • Revocable Living Trust
  • Pour-Over Will
  • Financial Power of Attorney
  • Advance Directive
  • 1 Deed Transfer for MD or DC property
*Available to MD or DC residents