Serving Frederick & Montgomery Counties, and the surrounding Maryland communities
Estate Planning & Probate Services
There are numerous types of trusts, but the one about which clients most commonly inquire is the revocable trust.
Planning addresses a broad range of scenarios that can impact a person's care and his or her assets both during life and after death.
The desire to protect assets often extends beyond concerns related to taxes. At times, the objective is to protect assets for one's own benefit.
Our tax planning services focus primarily on the effective use of our clients' estate and gift tax exemptions, and strategies to transfer assets.
Charitable giving in the context of estate and gift tax planning takes many forms, and as with most tax planning, ranges from simple, outright gifts and bequests...
Partnerships...We also assist in creating Corporations and Limited Liability Companies for traditional income tax and liability protection purposes.
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