Discover the must-have elements of a legally sound will that actually holds up in court, protects the people you love, and clearly spells out your wishes. Learn what a will can (and can’t) cover, so you avoid leaving gaps in your planning that could otherwise cause confusion and conflict.

If you have young kids or grandkids, this is one of the most critical steps you can take. We’ll show you how to legally designate guardians so a judge doesn’t end up making that life-changing choice for your family. Think of it as future-proofing your children’s care, no matter what life brings.

Medical privacy laws and financial account restrictions can catch you by surprise, especially when you assume that being married automatically grants you access to your spouse’s information. We’ll explain why every adult needs these documents in place, how they safeguard you if emergencies arise, and how they allow you to smoothly manage joint accounts, health decisions, and more.

The federal estate tax landscape could shift dramatically at the end of this year. If Congress does nothing, far more families—those who never thought they’d owe these taxes—might suddenly face significant estate tax bills, potentially reaching 55% of their assets. We’ll break down what this could mean for you, so you’re not caught off guard.

Planning is never one-size-fits-all. We’ll explain the unique considerations for Maryland residents, including any updates or tweaks to state laws that could influence your estate plan.

Many families stumble into common pitfalls—outdated documents, missing beneficiary designations, misunderstandings about what certain forms accomplish. We’ll highlight these and show you how to sidestep them, so your plan remains strong and effective.

Your life and family will evolve over time—your estate plan should, too. We’ll share strategies for regularly reviewing and maintaining your plan, so it always aligns with your loved ones’ changing needs.