Tailoring Estate Plans To Meet Your Needs

Whether you are a person of significant means or more modest income, it is important to establish a comprehensive estate plan. When you call Walsh & Company, P.A., in Columbia, our Maryland estate planning attorneys will work with you to develop a customized plan designed to meet your individual needs. Our skill and experience helps us protect our clients' assets using a variety of methods. Contact us for a consultation.

At Walsh & Company, our objective is to make sure you have a plan that is best for you. We recognize your estate planning needs and requirements do not match those of any other person, so our lawyers will listen carefully to your objectives and review your unique situation. Next, we will work with you to build a customized estate plan that may include:

  • Wills and living wills (health care instructions). Attorney Jonathan Greenstein also prepares Halachic wills and Halachic living wills.
  • Powers of attorney, including durable medical powers of attorney (health care power of attorney)
  • Trusts, including testamentary trusts, revocable living trusts, irrevocable trusts, dynasty trusts, life insurance trusts, special needs trusts, charitable remainder trusts, qualified domestic trusts and personal residence trusts
  • Family limited partnerships
  • Family-owned businesses
  • Charitable giving, legacy planning, endowments
  • Financial planning assistance
  • Other asset protection tools

Comprehensive Retirement Planning

As people grow older, they may encounter situations for which they have not planned. For example, if the mother and father pass away, who will care for the children? At Walsh & Company, we believe it is impossible to over plan. Our attorneys have a thorough understanding of issues pertaining to estate planning and elder law. As a legal team, they use that knowledge to help our clients:

  • Preserve assets
  • Minimize estate and gift taxes
  • Develop long-term care plans
  • Establish guardianships
  • Manage daily living tasks

When you or a loved one needs a lawyer with significant financial and legal experience in estate planning, business law and taxation law, contact the Columbia firm of Walsh & Company, P.A. Call 410-312-5690 or e-mail our office for a consultation.

For our Estate Planning Worksheet, click here.