We serve families across central Maryland. Every consultation is available by secure video or phone, and we can arrange document signings at your home or a care facility.
Maryland deserves particular attention on two points. First, it is one of the few states with both an estate tax and an inheritance tax, and the inheritance tax turns on the beneficiary’s relationship to the person who died rather than on the size of the estate, so who you leave assets to changes the tax result. Second, Maryland probate runs through the Register of Wills and the Orphans’ Court in each county, with its own required filings and deadlines.
Both points mean Maryland planning drafted from a national template routinely leaves avoidable tax on the table.