More than 50% of people don't have the basic documents they need.
Your situation can change quickly, and you and your family can find yourself in a crisis...that could have been avoided. Planning makes sure YOUR wishes are carried out vs. leaving it to chance or up to people without a stake in helping. Take a moment to get started.
If you have some planning in place, we can make sure it's up-to-date.
Typically, anything older than 5 years should be reviewed. This is sooner if you’ve had a change in circumstances, such as the death of a family member, divorce, move to Maryland or asset change—since these alter what you need to protect you and your loved ones. Legal documents from templates or not written by an attorney can also cause issues that we can identify. We can also recommend related senior services from trusted, vetted providers.
We can also schedule a consultation about Elder Law, Estate Planning, Probate, Medical Assistance (Medicaid), Guardianship, Asset Preservation or Fiduciary Representation.
Fill out the inquiry form below and we will get back to you to schedule a consultation.