what is estate planning?

Create or update your legal will to reflect your wishes.

• Drafting a last will and testament
   
• Naming heirs, beneficiaries, and guardians
   
• Appointing an executor
   
• Reviewing and revising as life circumstances change

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

 Use trusts to avoid probate, protect assets, and plan for special needs.

• Revocable living trusts
   
• Irrevocable trusts for tax or asset protection
   
• Special needs trusts for dependents
   
• Charitable trusts for legacy giving
   
• Ongoing trust administration support

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Ensure someone you trust can act on your behalf if needed.

• Financial Power of Attorney
   
• Medical Power of Attorney & healthcare proxies
   
• HIPAA release forms
   
• Durable and state-compliant documentation

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Document your medical wishes for peace of mind and control.

• Living wills
   
• End-of-life treatment preferences
   
• Do Not Resuscitate (DNR) orders
   
• Coordination with your healthcare providers

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Reduce taxes and preserve more for your loved ones.

• Federal and state estate tax minimization
   
• Lifetime gifting strategies
   
• Charitable giving and donor-advised fund planning
   
• Generation-skipping transfer strategies

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Keep your plan up to date and aligned with your wishes.

• Reviewing retirement and insurance beneficiaries
   
• Updating asset titles and ownership
   
• Aligning assets with your trust or will
   
• Preventing probate errors or mismatches

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Protect your children and provide guidance for their future.

• Naming legal guardians for minors
   
• Setting inheritance structures for young or dependent heirs
   
• Planning for blended families
   
• Staggered or milestone-based asset distribution

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Ensure your business lives on — the right way.

• Structuring a business exit or transition
   
• Valuation and estate impact planning
   
• Buy-sell and cross-purchase agreements
   
• Continuity planning for heirs or partners

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

We make sure your entire plan works together.

• Reviewing wills, trusts, and powers of attorney
   
• Coordinating with attorneys, CPAs, and financial advisors
   
• Ensuring legal compliance and plan consistency
   
• Secure document storage and update tracking
   

Ready to Create a Smart, Stress-Free Plan to Protect Your Family and Legacy?
Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar