6903 Rockledge Dr # 300, Bethesda, MD 20817

With the aid of local area professionals, we assist our clients in estate tax planning and preparation. We can assist in the overall estate planning process informing our clients the current tax ramifications of their current estate plans. We can also assist our clients in determining which strategies would be best for their particular situation.


Asset protection in estate planning

Estate planning and 529 plans

Transferring your family business

Beneficiary Designations

Choosing a beneficiary for your IRA or 401(k)

Designating a beneficiary for life insurance

Charitable Giving

Charitable giving

Life insurance and charitable giving

Estate Basic Planning

Estate planning–an introduction

Facing the possibility of incapacity

Gift and estate taxes

Trust basics

Wills–the cornerstone of your estate plan