Do you want your hard-earned assets to go to your loved ones in the easiest way possible?

A personalized estate plan will ensure that your final wishes are honored.

To quote Marcus Aurelius, “Don’t behave as if you’ll live forever. What’s fated hangs over you.”
Ultimately, we all will pass away. Having a strong, personalized estate plan gives you the peace of mind that your assets will go to whom you want in a manner that makes sense for your unique situation.

Do You Know What Would Happen in Case of an Emergency?

If something unexpected happens to you, do you know what would happen legally to you, your loved ones, your money, and all that matters to you? If your estate plan is outdated, your assets may be lost to your state’s Unclaimed Property department or a lengthy court process. The first step is to determine the legal and financial outcome to determine if your current situation is acceptable.

Estate Planning Services

Let’s schedule an Estate Plan Needs Assessment Session to educate you. Before the session, you’ll complete a Family Wealth Inventory and Assessment, which will help you understand what you own and what needs to be considered when planning for your loved ones and belongings. If the current situation is not satisfactory, and if we agree to work together, I can help you design an estate plan tailored to your family’s needs.

The core of the estate plan often includes a revocable living trust, which, when set up and maintained correctly, can help your family avoid costly and time-consuming probate proceedings and reduce or eliminate estate taxes. For those with more complex needs, I offer advanced estate planning services. Contact me for a free consultation in Washington, D.C. — we also serve families and individuals in Bethesda, Maryland, and in Falls Church, Arlington, Alexandria, and Tysons Corner, Virginia.

A Simple, Three – Step Process to Solve Your Problem

Most of our clients struggle with the same thing: feeling confused or overwhelmed. We will expertly guide you through the process to create a strong, custom plan for you and your family.

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Schedule a Free Consultation

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Enjoy a Design Session

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Execute a Custom-Made Solution

Comprehensive Estate Planning Strategies

Navigating the complexities of estate planning requires a nuanced understanding of both current laws and innovative strategies. Our firm offers a broad spectrum of estate planning services designed to secure your legacy and ensure your assets are distributed according to your wishes, with minimal tax implications.

Will Drafting: A cornerstone of any estate plan, a well-crafted will outlines your wishes regarding the distribution of your assets and care of minor children. Despite its simplicity, a will is powerful, directing your estate’s execution precisely as you desire.

Trust Creation: Trusts are versatile instruments that can bypass probate, reduce estate taxes, and provide for your loved ones according to specific terms you set. From revocable living trusts that offer flexibility during your lifetime to irrevocable trusts designed for asset protection and tax benefits, our expertise ensures your trust aligns with your estate planning goals.

Estate Tax Planning: With the ever-changing landscape of tax law, strategic planning is essential to minimize the estate tax’s impact. We employ sophisticated strategies, such as gifting and charitable donations, to reduce your taxable estate’s size, ensuring more of your wealth passes to your beneficiaries.

Advanced Estate Planning

For estates facing unique challenges or opportunities, advanced planning techniques can offer solutions. These may include family limited partnerships (FLPs), special needs trusts for disabled beneficiaries, and business succession planning to ensure a smooth transition of ownership.

Estate planning is not a set-and-forget process. Laws change, and so do personal circumstances. We provide our clients with the latest legal updates affecting estate planning and practical guides on managing their plans, ensuring they remain robust and reflective of current laws and personal wishes.

Incorporating these services into your estate plan can protect your assets from probate, reduce taxes, and ensure your loved ones are cared for in your absence. Our approach is tailored to meet the unique needs of each client, providing peace of mind that your estate plan is comprehensive, up-to-date, and aligned with your long-term objectives.

Tax Implications to Consider During Estate Planning in DC

Before engaging in estate planning, it is better to understand the tax implications to preserve your wealth and the well-being of family members. The estate tax is the primary consideration imposed by DC on estates exceeding a certain value. Estate planning attorneys can help you navigate the complexities of the estate tax and implement strategies for minimizing liability.

In addition to estate tax, considering your income tax on certain assets is also important. Estate planning documents, such as trusts, can be structured to optimize tax benefits and facilitate wealth preservation. Trust administration plays a pivotal role in managing assets efficiently and addressing the tax implications associated with the distribution of wealth.

Health care directives and living wills are also integral components of estate planning in DC. These legal documents can have financial implications, especially regarding the allocation of resources for health care and end-of-life decisions. Proper planning can help mitigate the financial burden on family members and ensure that healthcare directives are honored.

Prenuptial agreements are another aspect of estate planning that can influence tax considerations. These agreements can protect individual assets and clarify financial matters, potentially impacting tax obligations and wealth preservation strategies.

Estate administration involves managing and settling the estate according to the decedent’s wishes and applicable laws. Efficient estate administration can help reduce tax liabilities and ensure the smooth transition of assets.

Elder law addresses the legal matters affecting older individuals, including estate planning, health care, and financial matters. Expert assistance in this area can help address the unique tax considerations associated with aging and asset protection.

Considering the various tax implications is vital in Washington DC estate planning. Engaging with knowledgeable estate planning attorneys and utilizing estate planning documents effectively can help safeguard assets, optimize tax benefits, and secure the financial future of family members.

Can Estate Planning be Done on My Own?

Many people ask this question. Unfortunately, D.I.Y. estate planning often fails because it consists of only answering a few questions and inserting the information into a template document, which may not align with your needs or situation. This is not estate planning but simple word processing.

Can Estate Planning be Done on My Own

Completing a Plan Will Ensure that...

  • Your assets will go to whom you want, when you want, and how you want them given
  • Your final wishes will be known and followed
  • You will have absolute certainty you have a robust, complete plan
  • You can avoid the expensive and time-consuming probate process
  • You will ensure that all of your assets are accounted for and won’t be lost
  • our assets will be disbursed to loved ones in a way that fits your values and goals
  • You will have an annual Check-Ins with us to ensure your plan is up-to-date

Not Having a Plan Will Ensure that...

  • Your children will inherit all of your hard-earned assets when they turn 18
  • Your assets might go through the long and expense probate process
  • Your loved ones will be left with no plan

Professional Estate Planning

As your attorney and professional estate planner at our firm, I’ll get to know you, your family, and your concerns, goals, and issues. I’ll answer all your questions and create a personalized estate plan to keep your loved ones out of court and conflict. With a better understanding of estate law and family law, I will advise you on the path to your desired goals.

Contact me today to learn more about my services, including asset protection, special needs planning, and estate tax protection in Washington, DC.

Our Guarantee:

As our client, we promise to involve you, communicate with you regularly and ensure that you understand all facets of our engagement with you. We cannot guarantee outcomes, but we do guarantee your satisfaction with our service. If we don’t perform to your satisfaction, inform us promptly. We will resolve the issue to your satisfaction, even if it means reducing your legal fees.

700 K Street NW, Suite 300, Washington DC 20001