Estate Planning

Planning Today | Reassurance Tomorrow

 

You may reach me at (410) 573-2992 ▪ E-mail Me.

The purpose of estate planning is to provide peace of mind by helping you make important end-of-life decisions and plan for the transfer of your wealth upon death. When you do the planning, you control the results. Once created, the plan should be reviewed (and if necessary, revised) on a periodic basis, and at any time your circumstances change significantly. Moreover, the law changes — particularly tax law — from time to time, so you need to keep on top of the situation.

Comprehensive Estate Planning: (410) 573-2992 ▪ Contact Me Online

I have spent more than 35 years working with estate plans and keeping up with ever-changing laws and practices. My work has enabled me to help hundreds of people throughout Anne Arundel County, Maryland, including the people of Annapolis, Severna Park, and Edgewater.

When you meet with me to discuss estate planning, I will review your current estate situation, and examine any existing instruments that have been prepared for that purpose. We will discuss all areas and options — wills, trusts (all kinds), business planning, General and Health Care Powers of Attorney, the need for guardianships — and I will give you my opinion as to whether something new needs to be done from this point forward. The process is a collaborative one, and may take some time to perfect. I try to make it as comfortable and low-key as possible. I will give you my honest opinion and never pressure you to do something with which you are uncomfortable. Developing a professional relationship of trust is very important to me.

You can reach me at (410) 573-2992 ▪ E-mail Anytime

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