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.

Available to MD or DC residents

Our will-based plans include:

Gives you control of what happens to your assets and personal property after you pass away. Also allows you to nominate guardians for your children in the event that both parents are deceased

Allows someone to step into your shoes and act on your behalf if you are physically or mentally unable to do so​

Allows you to express your wishes about your medical care if you are unable to express your wishes to your doctor

Doctor’s are not permitted to share or discuss your medical information with any, including your spouse, without your permission. This document allows you the opportunity to list who you would like the doctors to speak with about your medical care

Starting at $2,000
Includes Government Filing Fees

Our trust-based plans include:

Gives you control of what happens to your assets and personal property after you pass away. Also allows you to nominate guardians for your children in the event that both parents are deceased

Allows someone to step into your shoes and act on your behalf if you are physically or mentally unable to do so​

Allows you to express your wishes about your medical care if you are unable to express your wishes to your doctor

Doctor’s are not permitted to share or discuss your medical information with any, including your spouse, without your permission. This document allows you the opportunity to list who you would like the doctors to speak with about your medical care

Revocable Living Trust

Allows you to create a plan for your property in the event that you pass away or become incapacitated. Also, allows you to leave an inheritance to your children and family in a structured manner.

1 Deed Transfer for MD or DC property*

We will transfer your primary home into your trust to initialize the asset transfer process.

Starting at $4,000
Includes Government Filing Fees

Create your
Family's Legacy

We help businesses, individuals, and families prepare for expected and unexpected life events.

Create Your
Family's Legacy

Create Your
Family's Legacy

We help businesses, individuals, and families prepare for expected and unexpected life events.