Estate Planning: Securing Your Family's Future

Estate planning can go beyond establishing a simple will. There are several different tools available that can help you plan for your family's future, and provide you with the peace of mind that comes with knowing your wishes will be honored.

At the law firm of Alegi Anderson, LLC, our attorneys can help you explore your estate planning options. To schedule an initial consultation, call our law office in Frederick at 240-782-4400.

Crafting A Unique Plan Tailored To Fit Your Situation

Our lawyers use a wide range of estate planning tools to help you meet your goals. We provide assistance with:

Wills: Your will instructs the court on what to do with your property, or your estate, after you die. You can name beneficiaries, as well as a first, and second choice, for your personal representative, and a trustee of any trusts you establish. For parents, one of the most important benefits is the ability to name a first, and second, choice for a guardian of your children should you, and your spouse, die while they are minors.

Financial power of attorney: A financial power of attorney, also referred to as a durable power of attorney, enables another person to handle your financial affairs when you are unable to do so yourself. Typically, it will allow your "agent" to access your bank accounts, and to make decisions regarding your finances. It can also include the authority to sell real estate, if you so choose.

Health care power of attorney: A health care power of attorney can authorize another person to access your personal medical information as well as make decisions about your medical care if you are unable to. It can also include specific instructions about your end-of-life care, and after-death arrangements.

Special needs trust: In some circumstances, receiving money from a standard trust may disqualify someone from receiving public assistance. This can be a concern for anyone who receives, or may need to receive in the future, medical assistance, such as Medicaid or Social Security Disability income. A special needs trust can be used to allow the person to benefit from the trust without being disqualified from receiving public benefits.

It Is Never Too Early To Begin Thinking About The Future. Contact Us Today.

To learn more about our estate planning services, call us at 240-782-4400. You may also contact us online, and we will respond to your message promptly. We serve clients throughout Maryland.