This service provides clarity and control, reducing uncertainty for loved ones and business partners. A well-crafted plan minimizes disputes, protects assets, and preserves continuity. By aligning your personal and corporate goals, you can manage risk, optimize tax outcomes, and secure a stable future for generations.
A comprehensive approach consolidates documents, decision-making authorities, and timelines, making it easier for heirs and fiduciaries to follow your wishes. Clear instructions help prevent disputes and support consistent management of family and business affairs.
Our approach blends accessibility with comprehensive planning. We take time to understand your objectives, explain choices in plain language, and coordinate with your other advisors. You gain a trusted partner who helps you craft sustainable documents and strategies for lasting value.
When circumstances change, we implement amendments, update ownership structures, and revisit business continuity plans. This keeps your strategy resilient and aligned with current goals and regulations.
For your first meeting, bring identification, a current list of assets and liabilities, any existing wills or trusts, powers of attorney, healthcare directives, and business documents such as articles of incorporation or shareholder agreements. Having these items ready helps us tailor a plan efficiently. Prepare a list of goals, concerns, and questions, including guardianship preferences, tax considerations, succession plans, and any trusted advisors. This ensures our discussion is focused and productive as we outline your options.
Planning timelines vary with complexity. A simple will can be completed in a few weeks, while a comprehensive plan with trusts and business continuity may take several weeks to months. We provide a clear timeline and keep you informed at every stage. We guide you through milestones, drafts, and reviews, coordinating with other professionals to ensure timely completion and alignment with your objectives.
If you have a small estate, a basic will and durable powers might suffice, but trusts can still offer asset protection and simplified administration for beneficiaries. We review options that balance simplicity with future flexibility. Even modest estates benefit from a living will and healthcare directives to guide medical decisions and protect loved ones.
Costs depend on plan complexity, jurisdiction, and document count. We provide a clear scope and transparent pricing, with flat fees for standard documents and itemized estimates for more advanced strategies. You’ll know what to expect before any work begins. You gain value through coordinated planning, precise drafting, and ongoing support to keep your documents current and effective.
We recommend reviewing plans at least every 3-5 years or after major life events such as marriage, birth, divorce, or retirement. Updates ensure your documents reflect current circumstances and legal requirements. Regular reviews help you stay aligned with goals and protect your family and business over time.
Yes. We align family goals with business needs, drafting documents that support governance and succession while shielding assets. This coordination reduces conflict and preserves value across generations. We collaborate with corporate counsel and tax advisors to ensure a smooth transition and ongoing compliance.
Executors should be trustworthy, organized, and capable of handling finances and deadlines. Power of attorney agents should be reliable, with clear authorities and backup options to prevent gaps if a chosen agent is unavailable. We help you select and document these roles carefully to reflect your wishes.
A will directs asset distribution after death, while a living will communicates medical preferences during life. Both documents complement trusts, powers of attorney, and guardianship provisions to create a comprehensive plan. Together, they provide clear guidance for families and professionals handling future arrangements.
We primarily serve clients in Maryland, focusing on state-specific requirements and best practices. If you are outside Maryland, we can coordinate with local counsel to ensure your plan complies with applicable laws. Our goal is to deliver consistent, easy-to-follow guidance regardless of location.
To get started, contact our office to schedule a consultation. You can reach us by phone at 984-265-7800 or through email to set up a meeting at a convenient time. Please prepare a brief outline of goals and any existing documents to help us tailor your plan quickly.
