Yes. Everyone over the age of 18 should have his or her own will. This is especially true if you have a bank account, a car, or any property and want to control who gets your property if you pass away.

A will is a legal document that states your final wishes in the event of death or incapacity.  It allows you to name an executor (the person in charge of your estate) to carry out your final wishes, heirs to receive assets from your estate, and a guardian for any minor children you may have.

A trust goes one step further. It helps you to have more control of your estate.  Your assets are put into the trust and managed by the trustee on behalf of the beneficiaries, according to the terms you put in the trust document.

The biggest difference between a will and a trust is probate avoidance. Most people do not need a trust despite what you may read on the internet or hear from friends and family. However, in certain situations,  (for example, if you own assets above state and/or federal exemption limits) a trust is a useful estate planning tool as it can minimize estate taxes. There are other situations where trusts are preferred. I am happy to discuss your unique situation to determine which estate planning tools will work best for you and your family.

If you would like a more detailed explanation to help with your particular situation, we can setup a free 30 minute phone consultation. Please call (443) 244-3216 or click here to setup an appointment

Yes.  I am happy to explain the differences between a will and a trust.  Once I do that, we can discuss your particular situation.  Then I can advise you and provide a recommendation on whether you should have a trust or a will.

Please call (443) 244-3216 or click here to setup an appointment

Unlike most law firms, my hours are set by the busy schedules of my clients.

I am available:

• Monday and Wednesday from 1:00 pm - 9:00 pm
• Tuesday and Thursday from 7:00 am - 3:00 pm
• Friday from 8:00 am to 4:00 pm.

Of course, if these hours are not convenient for you, just give me a call, and I am happy to meet with you before or after hours or on Saturdays. ($75 convenience fee applies for appointments booked outside of normal business hours.)

Unlike most law firms, my hours are set by the busy schedules of my clients.

I am available:

• Monday and Wednesday from 1:00 pm - 9:00 pm
• Tuesday and Thursday from 7:00 am - 3:00 pm
• Friday from 8:00 am to 4:00 pm.

Of course, if these hours are not convenient for you, just give me a call, and I am happy to meet with you before or after hours or on Saturdays. ($75 convenience fee applies for appointments booked outside of normal business hours.)

Yes.  With my mobile estate planning service, I can meet at your location.  That means, I can meet at your home, a coffee shop, your business, even in the hospital.

Yes.  I can meet at your loved one's bedside and handle all your paperwork on site.  With my mobile estate planning service, I can meet at your location.  That means, I can meet at your home, a coffee shop, your business, even in the hospital.  

Yes.  I offer basic will packages and Will Packages For Clients With Minor Children. Please click here to view the packages.

I take cash or checks. Payment is due after the first consultation.

All clients will be provided, at our initial meeting, with a fee arrangement letter outlining the specific services the firm will provide and the cost of such services. A retainer fee of $250 applies to all packages. The balance of all invoices is due upon execution (signing) of documents.

Yes.  I can provide you one or both of the following types of power of attorney:

• Durable Financial Power of Attorney
• Medical Power of Attorney (Advance Directive)

Please click here to see my individual power of attorney service.