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Our Bethesda estate planning attorneys have more than 75 years of combined legal experience. Our services include corporate, commercial, estate administration, estate planning, guardianship, real estate and taxation (including planning and preparing income tax returns for individuals, charities, estates and trusts). Our Bethesda trust administration attorneys serve as personal representatives, counsel to established trusts, and trustees. We are a small office and are proud of our personalized service. Our goal is to provide the best service possible, educate our clients, and develop rewarding, long-lasting relationships. We are conveniently located near Rockville Pike and Old Georgetown Road. We are qualified by learning, experience and temperament to assist clients whose financial knowledge is limited but who must nevertheless make decisions of great consequence for themselves and their families.
Operating as usual
Tinley Park attorney gives estate planning advice in response to pandemic
A Tinley Park attorney who helps people with estate planning says the COVID-19 pandemic has disrupted financial security for people, rendered some unable to make decisions for themselves and highlighted that there isn’t an age requirement for looking ahead.
How to Revise Your Estate Plan After Divorce
How to Revise Your Estate Plan After Divorce July 7, 2020 By Examiner Webmaster By Alan D. Feller, Esq. Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony. Planning an estate in the aftermath of a divorce involves learni...
Council Post: Three Steps To Estate Planning Without The Family Friction
One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate plan.
Three Estate Planning Techniques That Protect Your Assets From Creditors
Economic turmoil results in law suits as people and governments seek to recover from their loss. Estate Planning now can help protect your assets.
Absence of will could spell disaster for survivors
Preparing a will and estate plan is a normal process for individuals and families with assets they want to protect. Whether it involves a home, car, family heirlooms, art or
The Importance Of Estate Planning During The Coronavirus Pandemic
Estate Planning in an Abnormal Time
While no one can predict how long the current environment will last, practitioners are in a unique situation to advise their clients on how they might take advantage of current gift and estate planning opportunities.
Estate planning 101: Your guide to wills, trusts and all your end-of-life documents
It's never too early to start working on how your things will be handled once you pass away.
Estate Planning Documents: What Do You Need?
Estate planning begins with knowing which documents you need and making sure they are up to date. Among the most common such documents are wills, trusts, powers of attorney and designations of beneficiaries. In addition, whomever you pick to handle … Continue reading ->The post Estate Planning Doc...
Crisis Makes Estate Planning More Urgent
Christine Benz outlines must-have documents for your estate plan.
The Covid-19 Essential Estate Planning “Go Package”
Your estate planning documents won't do much good if key people don't know about them and have access to them.
Don’t Overlook The Benefits Of Estate Planning
Taking care of your family in the unfortunate event that something happens to you is essential in life. Having an estate plan in place can help prevent your beneficiaries from dealing with a long, contentious probate process.
You can do your own estate plan, but should you?
Think twice about doing your own estate planning. Mistakes can be expensive to fix. There is a middle ground, though.
Financial And Estate Planning Steps To Take Now: Special Considerations For Those With Brain Disease
Everyone should update their estate and financial planning for Covid-19. Those living with brain disease need special considerations. There are lots of proactive steps you can take now!
Should You Leave Your Kids an Equal Inheritance? - NerdWallet
Leaving siblings an unequal inheritance can cause strife and resentment or preserve harmony, depending on your family’s dynamics.
How to Get a Loved One to Visit an Estate Planning Attorney Before It's Too Late
Not long ago I wrote about "Mario," an exceptional handyman hired by attorney "Danny" to remove a concrete shuffleboard court in his back yard.
Uncertainty, COVID-19 and Estate Planning: A Unique Opportunity to Plan
The Coronavirus Disease 2019 (COVID-19) pandemic has created personal uncertainty for many due to living in quarantine and apart from extended family members, and financial stress due to market volati
Perspective | Face it: This is a good time to make a will
Lots of online resources can help, and while you’re at it, don’t forget the living will.
Yes, it’s possible to update your will while quarantined
Need to update your will and other estate-planning documents? You don’t necessarily have to do it in person.
The 30-Minute Financial Check You Need To Make Now
While economic uncertainty continues to loom, now's the time to check key aspects of your finances to make sure you're prepared for whatever may come.
Welcome! You are invited to join a webinar: The Uncomfortable Conversations You Should Be Having. After registering, you will receive a confirmation email about joining the webinar.
Do you have a will? Do you have proper insurance to provide for your family? How can you avoid probate? Is there a way to keep your son-in-law from from inheriting if he divorces your daughter? What happens if you become incapacitated and can't make decisions on your own? What happens to your childr...
You need to make a will now more than ever
Leaving things up to the state involves the courts, generates legal costs and can leave family in dire straits.
Reviewing Your Trust & Estate Documents During COVID-19 with Adam Moskowitz
Regina DeMeo, a family law attorney in MD and DC for over 20 years invites Adam to share his tips for what families need to consider to properly have their e...
Dangers of do-it-yourself estate planning
In response to COVID-19, financial services firms and online companies are offering a variety of self-made digital estate plans. These low-cost plans entice anxious families to explore these options
6 Parts Of Your Estate Plan You Should Review Now
Use your time at home wisely during the COVID-19 crisis to update your estate plan.
America’s Estate Planning Industry Sees Boom During the Coronavirus Pandemic
Despite stay-at-home orders impeding notarizations in some states, the estate planning industry is seeing a boom due to coronavirus-related worries.
Estate Planning, Including A Medical Power Of Attorney, Is Essential During The Pandemic
The coronavirus pandemic moves estate planning front and center for a lot of people.
Estate Planning Is More Important Than You Think
Estate planning ensures financial security for your loved ones if something should happen to you by protecting your hard-earned assets â such as your home, investments, retirement accounts and life insurance.
Whittier Trust BrandVoice: How To Create An Estate Planning Blueprint
When it comes to estate planning, not having a plan is a plan. But not a good one.
The Coronavirus Has Americans Scrambling to Set Their Estate Plans. Here Are Some Key Things to Know.
Estate planning can be complex even when there is ample time to prepare for the worst, let alone during a fast-moving and deadly pandemic that has sparked panic in financial markets and across the global economy. Experts say, however, that there are a number of universal tips people can follow.
The Coronavirus Should Have You Thinking About These 4 Things | The Motley Fool
Don't leave yourself and your family without what they need to get by.
Eight Estate Planning Strategies In A COVID-19 World
The reality of COVID-19 has forced many individuals to address the “what if” scenarios that were previously unthinkable. Many people are executing estate plans they have put off finalizing or initiating estate plans they should have started years ago.
10 Financial And Estate Planning Matters To Think About During This Crisis
As the global coronavirus pandemic continues to unfold, there are some non-investing matters we should consider in order to protect our families and financial well-being. Here are ten ideas to think about...
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