Welcome! 

On behalf of our service team, please accept our sincere appreciation for taking the time in learning a little bit more about our firm, team members and philosophy on what we believe estate planning truly should be, and how you can preserve your legacy for future generations.


1300 York Road, Building A, Suite 120
Lutherville, Maryland 21093
410.296.3358 phone
410.296.2658 fax
800.434.4188 
toll-free long distance

**We also meet clients at locations
in Bel Air and Rockville**


Services:

The following are matters in which our firm is trained and ready to help you
  • Estate Planning
  • Trust Administration 
  • Probate
  • Medicaid long term care planning
  • Special Needs Planning
  • Asset Protection
  • Divorce Protection
  • Death Tax Planning (Federal and Maryland)
  • Preserving Legacies

We challenge the status quo of estate planning.

  • We believe clients should have the degree of control necessary to achieve the results they intend. 
  • We believe this control cannot be fully realized until their chosen helpers are properly trained in their duties and the expectations of their beneficiaries are properly defined. 
  • We believe our clients achieve the best results by working with advisors of different disciplines who will work together.
  • We believe estate planning should not be a game of chance.

The way we challenge the status quo is that we don’t disengage after the documents are delivered.  We fully implement and maintain their estate plan, maximizing a client’s control during their lifetime, extending to times of disability and death. 

We do this through a uniquely client-focused process to ensure that their estate plan evolves as they do.  

We create greater clarity and certainty.  We create estate plans that work!

We offer a no-cost orientation to estate planning called The Truth About Estate Planning that focuses on getting the right result!  Click the calendar for more information.


The events in both light and dark blue are open to everyone, and we encourage you to attend! CE credits are also available.

Email us for more information!







IMPORTANT NOTICE
:  

Anything contained in this website is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.