Comprehensive estate planning protects families from unresolved disputes and costly probate, while strategic business counsel supports sustainable growth and risk management. By combining these services, clients gain continuity, protect assets, and maintain control over healthcare, succession, and ownership transitions.
Integrated planning helps optimize tax outcomes, preserve wealth for future generations, and implement protections against creditors or unforeseen events through trusts and carefully structured ownership that comply with Maryland law.
Our local Edgewood firm combines jurisdictional knowledge with a client-centered approach. We deliver customized plans, accessible communication, and practical strategies that align with your family goals and business needs.
Regular reviews and updates ensure your plans stay current with life changes and evolving laws.
Estate planning helps you control how your assets are managed during life and transferred after death. It also allows you to designate guardians for minor children, set healthcare preferences, and reduce potential taxes and court involvement under Maryland law. A thoughtful plan provides peace of mind, protects loved ones, and lays a clear path for your legacy. Working with a Maryland attorney ensures documents comply with state requirements and reflect evolving goals.
A will directs how assets pass after death and names beneficiaries and an executor. It usually goes through probate, which can involve court oversight and timing. A trust, by contrast, can manage assets during life and may help avoid probate. Trusts can offer privacy, tax planning advantages, and more control over when and how assets are distributed, supporting smoother transfers for families.
A durable power of attorney designates a trusted person to make financial or health decisions on your behalf if you become incapacitated, ensuring your affairs are managed according to your wishes. Having this document reduces court involvement and provides clear authority to your chosen agent. This can prevent delays and protect your interests when you cannot act.
Probate validates the will, appoints an administrator or executor, settles debts and taxes, and distributes assets to beneficiaries according to state law and the decedent’s instructions. The process can take months and incur costs; proper planning can reduce delays. With thoughtful planning, you can streamline probate and improve outcomes for heirs.
Review and update your estate plan every few years or after major life events such as marriage, birth, divorce, or a substantial change in assets or goals. Laws and family circumstances change, so regular check-ins ensure your documents stay current and effective for your needs.
Yes. You can coordinate business succession, ownership transfers, buy-sell agreements, and governance documents within your estate plan to protect continuity and value. This integration helps bridge personal and corporate goals, supporting both family wealth and business stability for successors and employees.
A buy-sell agreement establishes the rules for how an ownership interest can be bought or sold, ensuring continuity when a partner departs or faces death or disability. It helps prevent opportunistic moves and preserves stability for successors and remaining owners, reducing the risk of disputes.
Bring a current list of assets, liabilities, beneficiary designations, existing estate documents, business agreements, and any goals or concerns you want addressed. Any family details or business plans that may affect decisions are helpful. Also share timelines or constraints to tailor a practical plan.
Look for a local attorney with demonstrated experience in Maryland law, a collaborative communication style, and transparent, client-focused pricing and timelines. Ask for examples, client references, and how they handle updates as life changes. Choose someone you feel comfortable working with over time.
We provide estate planning, wills, trusts, powers of attorney, living wills, and business succession planning, along with corporate formation, governance, and mergers and acquisitions support. Our team also assists mediation, civil and commercial litigation, elder law considerations, and other services to support families and businesses in Maryland.
