Estate Planning

For some people, planning an estate should take no more than a few hours. For others, it is the project of a lifetime and must be revisited in light of changing finances, relationships, and legal developments.

Whatever your situation, I will do my best to reduce uncertainties and secure the outcomes you want. Here are some issues we may work on:

Your estate's value. I have helped clients avoid probate, reduce estate, inheritance, and gift taxes, and make financial decisions for retirement.

Your beneficiaries. Many people worry that a loved one might not be responsible with money. We can create a trust to mitigate that risk and make an inheritance last longer.

Your privacy. Every lawyer has a duty of confidentiality. In addition, we may be able to prevent your estate's contents from becoming a matter of public record by avoiding probate.

Philanthropy. Some clients wish to leave a portion of their estate to causes that benefit the public good. I have experience working with local charities in D.C. and Maryland.