Trusts, Estates, and Wills
Planning your Estate provides you peace of mind. Phillips Law Group's Estate Planning subsidiary is called Provident Estate Planning. Through Provident, we provide advice for clients planning for their futures. We handle transfer of assets, transfer of businesses, transfer of real estate, and earmarking funds for family or charitable concerns.
At Phillips Law Group, we make it easy to have a properly planned estate, including a will, trust, and estate administration plan. We help with Medicaid planning. For clients hoping to pass their assets along with a maximum of ease and predictability, we specialize in Trust-based estate planning, where a living trust is created to hold all of your assets and pass them directly upon death. Having a Trust means that the assets are passed without court involvement and the passing of assets is therefore seamless and predictable.
We provide estate administration in the following Maryland counties: Baltimore City, Baltimore County, Harford County, Howard County, Anne Arundel County, and Cecil County. Call or email for details.
.jpg)
What's in an Estate Plan from Provident?
-
A comprehensive plan: It takes all of your assets, beneficiaries, and interests into account.
-
Regular updates: Ability to keep your plan updated over time at no charge.
-
Taxes are taken into account, explained, and managed.
-
Regular communication with all parties to ensure smooth transitions and prevent unnecessary conflicts.
-
Hands-on administration of your Estate. There is no need to wonder if your wishes will be carried out upon your death.
Trusts, Estates, and Wills
Planning your Estate provides you peace of mind. Phillips Law Group's Estate Planning subsidiary is called Provident Estate Planning. Through Provident, we provide advice for clients planning for their futures. We handle transfer of assets, transfer of businesses, transfer of real estate, and earmarking funds for family or charitable concerns.
At Phillips Law Group, we make it easy to have a properly planned estate, including a will, trust, and estate administration plan. We help with Medicaid planning. For clients hoping to pass their assets along with a maximum of ease and predictability, we specialize in Trust-based estate planning, where a living trust is created to hold all of your assets and pass them directly upon death. Having a Trust means that the assets are passed without court involvement and the passing of assets is therefore seamless and predictable.
We provide estate administration in the following Maryland counties: Baltimore City, Baltimore County, Harford County, Howard County, Anne Arundel County, and Cecil County. Call or email for details.
.jpg)
Estate Planning Topics
Important considerations for clients seeking estate planning:
-
Revocable Living Trust
-
Medicaid Planning
-
Should I use a family member to administer my estate?
-
What is the role of life insurance in estate planning?
To arrange a consultation, email or call our office.
For more information you might find helpful, visit these links:
Setting Goals for your Estate
Click here to contact Phillips Law Group to discuss your options.
Get on the List
Sign up to receive updates and Information from Phillips Law Group