We invite you for an
Estate Planning Wellness Check

Planning ahead is a gift to your loved ones! Don’t wait until you have a crisis to review the plans you have in place. This is an EASY way to find out what you need to control the outcome and give you more peace of mind.

Concept photo of Elder Law - Planning for health care, incapacity or mental incompetence, receipt of benefits and more.

Now more than ever, it’s important to have plans in place before a crisis happens.

We are ready to help you and your loved ones be prepared during this stressful time and beyond. We want to minimize cost, provide peace of mind, and ease the burden on family and loved ones.

Concept photo of Asset Preservation - A personalized approach to protect our clients and their possessions. Each client is unique.

More than 50% of people don’t have the basic documents they need. This puts them and their loved ones at great risk.

Let us help you with a solid plan to protect you and your loved ones. Typical documents you may need created or updated include Advance Healthcare Directives, Last Will & Testaments, and Power of Attorneys. If needed, we can do Trusts, Special Needs Planning, and additional legal services.

Fluid Estate Planning for Changes in Life Circumstances

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.

Ready for your Estate Planning Wellness Check?

We can also consult on Elder Law, Probate, Medical Assistance (Medicaid), Guardianship, Asset Preservation, Fiduciary Representation & Business Estate Planning.

You can also call our office at 443-901-1333.

Be in control of your choices!

  • Provide for your family & loved ones
  • Protect your wealth
  • Make retirement easier
  • Minimize expenses & taxes
  • Ease the burden on your loved ones
  • Plan for children & special needs
  • Plan for incapacity or mental incompetence
  • Support your favorite causes
  • Transition your estate & business
  • Avoid a crisis & costly delays
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