Joyful End-of-Life Planning

February 8, 2023

It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.

How Does Guardianship Work?

January 20, 2023

If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.

Can You Prevent a Will Contest?

December 8, 2022

From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.

Why Name a Guardian?

November 17, 2022

Few will argue that the most important time to have a will is when you are parents of young children.

Should I Name a Co-Trustee?

November 8, 2022

Unlike a last will and testament, a revocable living trust is effective during your lifetime.

How to Pick Your Executor

November 2, 2022

One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.

Estate Planning Can Prevent Exploitation

October 17, 2022

According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’

An Owner Needs a Business Exit Strategy?

September 14, 2022

You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.

Creating Your Own Trust or Will?

September 7, 2022

Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.

Estate Planning for Living

September 2, 2022

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a critical piece of the planning puzzle.

(301) 776-7900

322 Main Street, Suite 102

Estate Planning Attorney;