Services

We offer an open and forthright approach to estate planning services designed to ensure that our clients’ goals and objectives are met.

Estate Planning

Estate Planning

We counsel families through the estate planning process, including how certain tools work to get the desired results.  It isn’t about buying documents off of the shelf.  A process that is client-focused allows you to think about the choices you make and sleep on it, giving you the ability to reflect while not in the law office.  Nobody does well when decisions are rushed.  Our goal is to get you to do your best thinking, and our process is designed to do just that!

Estate Administration & Probate

Estate Administration & Probate

Dealing with the death of a loved one is traumatic.  We have experienced it personally and professionally.  Whether the estate administration is public (Probate) or private (Trust) we listen, we counsel, and we complete the transfer of wealth, both financial and non-financial.

Legacy Planning

Legacy Planning

We work with clients to keep their plans updated when they have changes and when there is a need for a legal/technical change.  Clients keep us updated on their personal situations and we keep them updated on the legal landscape.  Together, our efforts lead to a much greater certainty that there will be no discord at the disability or death of a loved one.

Business Planning

Business Planning

We work with clients to keep their corporate documentation up to date to maintain their personal assets separate from their business liability.  We can also help with effective strategies to move away from the business, transitioning into retirement or the next business venture.

Benefits of Working With an Estate Attorney

One of the most common reasons cited for not having an estate plan is the notion that estate planning is reserved for the “1 percent” who have millions or billions of dollars at their disposal. Indeed, the billionaires’ estates can take the hits, but more modest estates can’t.  Everyone wants the kind of results that can be accomplished with proper estate planning.  

No matter the size of your estate, you want a plan to protect your hard-earned assets and your loved ones.

It only makes sense to work with an estate planning attorney.  A skilled and knowledgeable estate planning attorney can help counsel you through the planning process and most importantly provide regular follow-up, control costs, and keep you informed to give you peace of mind that your loved ones will be taken care of the way you want when you are no longer here to care for them, yourself.

The First Step is to Learn!

Get started today:

Call us at

410-296-3358

-OR-

Our Process Makes Us Different From the Rest! 

Our client families don't come to us to buy documents. They want results. This begins with clients learning what results are possible. Next, we learn what is important to our clients. Working together through this discovery and counselling process, we are able to help our clients focus their vision on a plan that meets or exceeds their goals.

Laser Focus on Results

Our client families don’t come to us to buy documents. They want results. This begins with clients learning what results are possible. Next, we learn what is important to our clients. Working together through this discovery and counselling process, we are able to help our clients focus their vision on a plan that meets or exceeds their goals.
As changes happen around our clients and their families, we stand ready to help them adjust with a process designed to address both personal and legal challenges that occur. An open communication relationship for our clients and their families where they aren't billed for each phone call, email, or letter is our preferred mode of operation. Educated families are happier families. It works best for all!

Maintaining Results Through Family Education

As changes happen around our clients and their families, we stand ready to help them adjust with a process designed to address both personal and legal challenges that occur. An open communication relationship for our clients and their families where they aren’t billed for each phone call, email, or letter is our preferred mode of operation. Educated families are happier families. It works best for all!
Keeping our clients informed and our clients keeping us informed over times allows us to be able to deliver immediately effective legal service at the most stressful time of a disability or death at a controlled cost. Our clients know in advance how their estate will be charged after their death because all fees are full disclosed and approved by our clients. Providing peace of mind and a true sense of security is our goal!

Security in a Crisis

Keeping our clients informed and our clients keeping us informed over times allows us to be able to deliver immediately effective legal service at the most stressful time of a disability or death at a controlled cost. Our clients know in advance how their estate will be charged after their death because all fees are full disclosed and approved by our clients. Providing peace of mind and a true sense of security is our goal!
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