Why Name a Guardian?

November 17, 2022

Few will argue that the most important time to have a will is when you are parents of young children.

Should I Name a Co-Trustee?

November 8, 2022

Unlike a last will and testament, a revocable living trust is effective during your lifetime.

How to Pick Your Executor

November 2, 2022

One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.

Estate Planning Can Prevent Exploitation

October 17, 2022

According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’

An Owner Needs a Business Exit Strategy?

September 14, 2022

You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.

Creating Your Own Trust or Will?

September 7, 2022

Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.

Estate Planning for Living

September 2, 2022

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a critical piece of the planning puzzle.

Living Will and DNR Order Compared

August 17, 2022

Q: Is there a difference between a ‘living will’ and a ‘do not resuscitate’ order?

Estate Planning as an Unmarried Couple?

July 21, 2022

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.

How Do I Store Estate Planning Documents?

July 6, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

(301) 776-7900

322 Main Street, Suite 102

Estate Planning Attorney;