Planning for your future is the most personal thing I do.
I understand that estate planning can feel overwhelming, but it is truly an act of care for those you love most. In Maryland, relying on a simple will alone can leave your family facing a complex and public probate process. I am here to help you build a comprehensive strategy that protects your assets and your autonomy. Estate planning isn't just about what happens later—it's about the security you feel today knowing your intentions are clearly defined and legally sound.
Essential Maryland Estate Planning Tools
Last Will and Testament
Defining Your Wishes
I draft clear, enforceable wills that state exactly how your Maryland assets should be distributed. I'll help you designate personal representatives and appoint guardians for minor children, ensuring your family is protected.
Revocable Living Trusts
Privacy and Efficiency
I design trusts that allow you to maintain control of your assets during your life while providing a seamless transition for your heirs. A well-structured trust can keep your estate plan private and avoid the delays of probate.
Powers of Attorney
Financial Continuity
I prepare statutory and comprehensive powers of attorney so that someone you trust can manage your finances if you are ever unable to do so. This simple step prevents the need for a court-ordered guardianship.
Advance Medical Directives
Healthcare Decision-Making
Your health and dignity are paramount. I help you document your medical preferences and appoint a healthcare agent to guide your family through difficult situations, ensuring your wishes are always respected.
Beneficiary Designations
Asset Alignment
I ensure your life insurance, retirement accounts, and bank accounts are properly aligned with your overall Maryland estate plan. This prevents unintended outcomes and ensures assets pass directly to your loved ones.
Key Considerations for Your Peace of Mind
Inventory of Assets
I help you build a complete picture of everything you own—from Maryland real estate and sentimental belongings to complex digital assets—ensuring nothing is left to chance.
Choice of Personal Representative
Choosing who will carry out your wishes is a significant step. We will discuss the qualities needed for this role to find the person with the steadiness your estate deserves.
Choice of Guardians
For my clients with young children, this is often the most personal decision. I will guide you through the process of selecting those who will raise them with your values.
Trust Structure for Minors
I will help you design trusts that provide for your children’s unique needs while protecting their inheritance until they reach an age of mature judgment.
Planning for Incapacity
Estate planning is also about life. I ensure you have trusted advocates ready to manage your care and finances if you are ever unable to speak for yourself.
Tax & Beneficiary Alignment
I make sure your life insurance and retirement accounts work in perfect harmony with your core legal documents, protecting your legacy from unnecessary tax burdens.
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I am here to walk beside you.
Every estate plan is a personal story. I invite you to schedule a one-on-one consultation with me directly to ensure your legacy is protected under Maryland law.