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Advisory Services

Estate Planning

Properly planning your estate can save your family needless extraneous grief and stress while at the same time reducing or even eliminating the taxes on their inheritance.

Create a legacy for all seasons.

PSG works with you to coordinate a plan to preserve your wealth so it can be ultimately distributed according to your wishes, not subjected to the costs, delays, and publicity associated with Probate. This step of our process involves will and trust planning, advanced estate strategies and design, and philanthropic planning.

Creating a legacy is often more than just the transfer of assets. It also includes a transfer of stewardship and wealth responsibility. Too often, without proper planning, families are destroyed by improper distribution, taxation, and greed.

The advisors of PSG work with multiple generations of your family to determine the most tax-efficient way to transfer your assets to your heirs and/or charitable organizations, while maintaining your core family values and work ethic. In accordance with your Family Wealth Mission Statement, we educate your heirs on strategies for handling complicated assets to ensure that your legacy is preserved for future generations.

Maryland Office
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501

Virginia Office
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501

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Planning Solutions Group, LLC