Estate Planning is a Gift to Your Loved Ones

Understanding the details of Elder Law and Estate Planning can be an emotional—and often confusing—process.

Working with experienced attorney makes this easier. Elder Law is a broad term for a legal practice that focuses on assisting elderly or disabled persons. However, we see it as helping multiple generations of families. Our services include estate planning, which protects you and your loved ones’ money & property.

In our experience, failing to plan can be 10x more expensive than planning ahead.

Video – PofA19-half

Planning ahead puts you 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

We invite you for an
Estate Planning Wellness Check

Failing to plan is planning to fail! 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.

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.

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.

Contact our office to schedule your Estate Planning Wellness Check!

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.

Concept photo of Estate Planning in Towson, MD
Concept photo of Estate Planning Changes in Towson, MD
Concept photo of Special Needs Planning in Towson, MD
Concept photo of Estate Planning in Towson, MD

Reasons to Create an Estate Plan Now

Have you ever said or overheard someone else say I do not need a Will, Power of Attorney or Advance Care Directive?

Some of the reasons given are they think they are too young to become disabled, they own everything with their spouse or that they never get sick. While these excuses may sound acceptable, in reality by failing to plan you are gambling with you possessions, interests and even your life.

By not engaging in estate planning you are allowing laws enacted by the legislature to make your decisions.

These statutes may or may not make the same choices and decisions that you would regarding your healthcare and assets. Having professionally prepared estate planning documents eliminates this uncertainty.

Power of Attorney (POA)

Fluid Estate Planning for Changes in Life Circumstances

Your estate plan needs to change with life events. Divorce, marriage, and having children are some of the few things that truly can affect every aspect of your life.

During such a busy and emotionally intense time Estate Planning probably will not be at the top of your priority list, but it should be, especially as these events occur.

Not taking the appropriate steps after these momentous occasions can lead to problems ranging from having the wrong person making your medical care decisions to them receiving the payout of an insurance policy.

The most pressing issues usually occur in two areas: custody/guardianship of children and asset distribution.

Fluid Estate Planning for Changes in Life Circumstances

Planning benefits multiple generations of your family!

  • Seniors & Retirees
  • Parents
  • Grandparents
  • Newly Married Couples
  • Blended Families
  • Single People
  • Divorced People
  • People Age 18 & Over
  • Business Owners
  • Caregivers
  • People with Special Needs
  • People with Health Concerns
Contact