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Bethesda MD Rockville Montgomery County Estate Planning Potomac Great Falls Alexandria Arlington VA
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Estate Planning
We design estate plans to assure that clients’ net worth passes to their intended beneficiaries with minimal tax and administrative expenses, while maximizing flexibility and ease of use for clients during their lives and their families after their deaths. These estate plans often include the following planning and documentation:
- Simple and complex wills and estate plans
- Estate plans contemplating non-traditional families including second marriages, same-sex couples and other unmarried couples
- Living trusts
- Life insurance and other irrevocable trusts
- IRA Legacy Trusts
- Trusts for children, persons with disabilities and the elderly
- Gift-giving programs
- Charitable trusts
- Durable powers of attorney, living wills and powers of attorney (advance directives) for health care
- Guardianships over a person or property
- Family Limited Partnerships, Family LLCs and other family and generational transfers
Initial estate planning consultations, usually one hour in length, are free.
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