When it comes to preserving your wealth, our estate planning services are a must-have. Far too many families have watched their fortunes evaporate because there was not planning for the future. This service includes but is not limited to:

  • Revocable & Irrevocable Living Trust
  • Last Will & Testament
  • Health Care Directives
  • Power of Attorney
  • Probate and Probate Litigation

Estate Planning Lawyer Largo MD

We understand that making plans for the future is essential to life. Whether you have a large or small estate, developing a strong estate plan will provide you and your loved ones peace of mind and guarantee your desires are carried out successfully.

We are committed to assisting you in navigating the complexity of estate planning. And to do this, we provide a wide range of services tailored to make your work easy. The services we provide include:

Estate planning in Largo MD

As estate planning attorneys in Largo, we hold your hand and help you navigate the legal and financial areas of estate planning.

By working with us, you can have peace of mind knowing that your wishes will be fulfilled, your loved ones will be safeguarded, and your legacy will be preserved.

Estate Tax Planning lawyer Largo MD

We are well-versed in the complexities of estate tax legislation and regulations. When you hire our services, we will help you assess your assets, financial condition, and ambitions. After that, we help you build tailored plans that reduce tax liability. This can be through trusts, gifting, charity giving, and other tax-efficient approaches. Consequently, you preserve your wealth and maximize the wealth you pass down to your beneficiaries.

Asset protection

We analyze your assets, such as real estate, investments, businesses, intellectual property, and personal items. Based on the assessment, we create a personalized asset protection plan to minimize the assets’ exposure to future claims.

These strategies include using trusts, offshore accounts, limited liability corporations (LLCs), family limited partnerships (FLPs), and other legal organizations.

Wills lawyer in Largo

We have the expertise to help you assemble documents that guarantee that your final desires regarding asset distribution and care of dependents are carried out as intended.

Keeping Wealth in the Family

We have been helping individuals and families preserve and protect their wealth for future generations. We are ready to help you develop strategies and put in place legal frameworks to reduce taxes, protect assets, and ensure a smooth transfer of wealth to your successors while upholding family values and goals.

Revocable Living Trusts

We create legal documents to establish a revocable living trust. This includes creating the trust agreement, which describes the trust’s terms and conditions, such as how assets should be handled and distributed.

Business Succession Planning lawyer in Largo MD

If you are a business owner, we help you develop strategies for a smooth transition of your firm to the next generation or a new owner. We help create a comprehensive plan that handles ownership transfer, management responsibilities, and preserving the business’s worth.

Charitable Planning

Whether you are wealthy or run an organization, we provide guidance and support in structuring charitable gifts, forming philanthropic organizations, and optimizing the impact of the generous act.

Powers of Attorney & Advance Directives

We create and execute the power of attorney documents. When creating the documents, we ensure that they comply with the state laws and include the elements required to satisfy your needs.

Life Insurance Trusts

A life insurance trust maintains a life insurance policy for the insured person and manages the policy proceeds to benefit the chosen beneficiaries. We create and manage life insurance trusts to your satisfaction.

Special Needs Trusts

We help clients establish special needs trusts based on their desires. This includes preparing the relevant legal documents, such as the trust agreement, which specifies how the trust will be handled and how the assets will assist the disabled individual.

Irrevocable Trusts

Irrevocable trusts hold assets and property for the benefit of beneficiaries and, once established, cannot be changed or revoked by the grantor (the person who founded the trust) without the beneficiaries’ approval or a court order.

We create and manage these trusts per the rules and regulations.