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Knowledge Center

Estate Planning

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

Checking Up on Your Estate Plan

Checking up on your estate plan can make a huge difference in your financial future.

Planning with Insurance

Planning with insurance as part of your estate gets more and more important as people age and accumulate assets.

Family

Family is an important part of part of estate planning.

Legal Documents

Legal documents such as a living will and a durable power of attorney allow you to make decisions now about your health care choices in the event that you are unable to make the decision at a later date yourself due to medical issues.

Transferring Wealth

Transferring Wealth effectively helps give you the ability to make a lasting impact long after you’re gone.

Develop a Strategy

Develop a strategy to help ensure that your assets are protected and loved ones cared for in the future.

Beneficiaries

Beneficiary designation helps you to transfer wealth, so that the assets can pass directly to the individual beneficiary immediately and avoid court probate, a costly and time-consuming process in some states. However, if you don’t designate a beneficiary, you can compromise non-probate assets by having them roll into your estate and therefore be exposed to probate.

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