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Legacy and Estate Planning

Have you ever asked yourself any of these questions?

  • Are my estate planning documents in order (Wills, Powers of Attorney, medical and financial directives, and trusts) in case of my passing or incapacitation?
  • What is the importance of a Will where I live and what happens if I pass away without one?
  • If something happens to me, am I facing an estate tax issue? If so, how much and how do I plan to limit those taxes?
  • How do I most efficiently pass my assets to my heirs?
  • What type of trust is right for me and my family?
  • Are my accounts titled properly to pass through probate?

These are just some of the several legacy and estate planning issues we work with our clients to answer.  We understand there are many “ifs” in life and we want to make sure we plan for them. There are many confusing laws state by state on what needs to be done for estate documents, property, titling, and planning.  We want to make sure you and your family have a solid plan in place in case of a sudden life change and an effective plan to pass wealth to the next generation. We work with you to explore the various options available to you and put a plan in place to help achieve your goals. 

Reach out to us to schedule a confidential consultation by calling (301) 518-7330 or click here