Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Estate planning is far more complicated and involved than most people realize. If you don’t have a full understanding of your legal and financial rights, it is going to end up costing you… or your family… much more in the long run.

If you think you are too young to worry about estate planning, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.

We can help. Our estate planning experts will get to know you and help you plan for the future based on your particular needs and situation. We are happy to discuss, recommend, and offer useful research tools which will help you get your estate in order so that those that follow you won’t be unduly burdened with taxes, probate courts, government bureaucracy, end-of-life costs and other problems relating to inheritance.

Questions you might need help answering…



How does divorce or multiple marriages affect estate planning?



What happens when heirs are too young to inherit?



Are there children from multiple marriages or individuals who might challenge or interfere with estate planning?



How can an inheritance be protected from creditors of an heir?



How can you pass along your estate with the minimum of tax liability involved?



Who needs to be on your estate planning team?



Do you have all the proper paperwork in order, including wills, power of attorney, healthcare directives, and trusts?



How will your estate be taken care of in the event that you are incapacitated?



What are the processes for amending your estate plans as your situation changes?



How can you leave money to charities or other organizations?

This is one area where a do-it-yourself mentality might not be to your greatest benefit.

Let us help guide you through the complexities and challenges of estate planning that are unique to each individual case.

Let Us Help:

Click Here

How To Start Your Baltimore Small Business, Part Two

The next generation might not know what Benjamin Franklin was talking about when he said "A penny saved is a penny earned." That and so many other cliches we take for granted related to money. Lucky penny...pennies on the dollar...penny for your thoughts...see...

Estate Planning: A Starting Place For Baltimore Business Owners

Let's leave aside culture wars controversies about the opening ceremony – the Olympics still bring the magic. And in the dog days of summer, with so much chaos brewing in so many political and cultural corners ... well, it is, in fact, a nice way to leave aside...

How to Improve Customer Service in Your Baltimore Business

There's something that's happened for the third year in a row... According to the most recent report, Americans feel that customer service is worse this year than last year ... and the year before ... and the year before that, apparently. Even with pandemic...

Business Intelligence You Should Collect for Your Baltimore Organization

While I generally stick to financial matters with my Baltimore clients, there are times that it serves well to speak into other aspects of their businesses as well. For example, though inflation seems to be cooling down and the Fed is hopeful for interest...

Quickbooks Alternatives for Baltimore Businesses Post QB Price Raise

Remember that noncompete ban I told you about a while back? The ban that was originally supposed to take effect on September 4 has been temporarily paused. You already know the implications of this ban for your business: vulnerability to head-hunting, higher...

Overtime Pay Changes Seriously Affecting Your Harford County Business

The barcode is so commonplace you kind of forget that it was the cutting edge of retail technology once upon a time. Now, you probably only think about it when you scan it at the register (BEEP). But this year is, in fact, its 50th anniversary. But, as...

P. Delatado, CPA’s Self-Employment Health Insurance Guide

The heat is turning up everywhere right now, literally and metaphorically. Word on the streets from my Baltimore tax pro friends is that the IRS is leveling up their ERC claim investigations right now. If you filed a claim correctly, meaning you met all the...

Mid-Year Business Goals Check-in For Baltimore Owners

The longest day of the year is this week. With the sun setting so late, it almost feels like getting to live another day when work's done. But, as exciting as the summer solstice is, it should feel a bit like a slap in the face – we're halfway through the year...

A Leadership Qualities List To Help You Build Your Baltimore Company Team

In conversations with Baltimore business owner friends recently, it seems hiring has been a struggle bus (can you relate?). There are qualified applicants showing up in their resume stacks. But, what's more difficult to look for in that pile is the right combo of...

Keys to Worker Efficiency for Baltimore Small Business Owners

An unfortunate thing about being a business owner sometimes is that you are at the crosshairs of the changing winds of the culture. And these past ten years, the very polarized political environment has put some pressures on businesses to align with different...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!