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NC · MD · VA
Key benefits include flexibility to amend terms, avoidance of probate for funded assets, privacy for family affairs, and clearer asset management if incapacity occurs. A properly drafted trust can streamline transfer of wealth, reduce court costs, and provide a durable plan for your spouse, children, and chosen successors.
A unified approach aligns advance directives with trust terms and guardianship provisions, creating a single governance structure that simplifies review and execution for family members.
We bring local knowledge of Maryland probate rules, clear pricing, and a client-centered approach. Our team takes the time to understand your goals, explain options without jargon, and tailor a plan that preserves your legacy with precision and care.
We offer periodic reviews and updates to reflect life changes, new laws, and evolving goals to keep your plan effective.
A revocable living trust is a flexible arrangement you create to manage assets during life and to transfer them after death. You maintain control as the grantor, with the right to amend or revoke. It can provide privacy and streamline asset distribution while avoiding some probate steps for funded property.
Yes, when assets are properly funded, a revocable living trust can avoid probate for those assets. However, assets not titled to the trust or governed by beneficiary designations may still go through probate. Our team helps coordinate and fund all eligible assets for smoother administration.
The setup time varies with the complexity and the number of assets. A typical initial drafting and signing process can take several weeks, including asset coordination, client reviews, and final amendments before execution.
Funds should include real estate, bank and investment accounts, and other titled assets. Vehicles and business interests may also be considered. Funding is essential to ensure the trust governs how assets are managed and distributed.
Yes. You can appoint yourself as trustee and designate successor trustees. This arrangement allows you to manage assets now while ensuring a seamless transition to a trusted successor if you become unable to manage affairs.
Life changes such as marriage, divorce, birth of children, relocation, or changes in wealth warrant updates. Regular reviews, at least every few years, help keep the plan aligned with current goals and legal requirements.
Documents are generally private between you and your attorney. Copies can be shared with trusted family members as appropriate, and the designated successor trustee will have access to the plan when needed.
Costs vary with complexity and asset scope. We provide upfront pricing and a detailed scope of services, including drafting, signing, and any required updates over time to keep your plan current.
A revocable living trust does not typically reduce taxes directly but can support tax-efficient wealth transfer when integrated with broader estate planning strategies. Our team can coordinate with tax planning to optimize outcomes for your family.
Moving to another state may require updating or rewriting parts of your plan to comply with new state laws. We assist with interstate planning considerations and coordinate transfers or amendments as needed.
