Who We Are

We focus on your goals, working with you to co-create your estate plan that works during your lifetime and after!

Family Legacy™ Process

Our process produces consistent, predictable, with stress free results during your lifetime and at your death.

Collaborative Approach

We work with you, your family, and financial professionals, ensuring you understand your choices and feel empowered to make them.

Family Legacy™ Membership

Your plan is created, fueled, and maintained to work when a crisis hits.  Achieve peace of mind with properly titled assets and ‘helpers’ & beneficiary education.

Legacy of Success

We have been practicing Estate Planning in the same location for more than 20 years and pride ourselves on long-standing relationships.

Our Team

Click To Read About Ed

Click To Read About Donna

Click To Read About Sara

Click To Read About Julia

Click To Read About Regina

Memberships

National Network of Estate Planning Attorneys (Charter Member)

Maryland Bar Association, Sections of Trusts and Estates, and Elder Law

Baltimore County Bar Association

University of Balitmore School of Law, Adjunct Professor of Law