Published Books

Estate planning has traditionally been about safeguarding and allocating assets – the tangible products of a lifetime of hard work. While securing those assets and outlining their distribution is essential, estate planning can achieve much more. Beyond the material, you can pass down the intangibles that matter to you: the dreams, aspirations, principles, and values that have molded you.

Our new book, The Marylander’s Handbook to Estate Planning, provides a fresh perspective on estate planning. It goes beyond the conventional approach, protecting your spiritual and emotional legacy, ensuring that your family’s values, stories, work ethic, morals, and history – in essence, your family’s unique and powerful identity – are preserved alongside your financial wealth.

A holistic approach to estate planning which we call Legacy Wealth Planning, incorporates your non-financial legacy into your estate plan, enabling you to support and inspire the next generation through legacy wealth planning. Your estate plan could include objectives like:

• Securing assets for children from a previous marriage while providing for a new spouse upon your passing.
• Ensuring ongoing financial assistance for a child with special needs without jeopardizing their eligibility for essential support programs.
• Shielding assets from risks such as creditors, a divorcing spouse, or a spendthrift beneficiary.
• Designing a plan that infuses your beliefs, ideals, values, and dreams, encouraging their positive influence on the next generation.

The Marylander’s Handbook to Estate Planning allows you to do more than merely bequeath possessions. It invites you to explore a novel and often inventive approach to estate planning, passing on what you have and who you are.

Through this book, we hope to broaden your understanding of how you can provide a real and lasting legacy for your loved ones. We also trust that by reading this book, you’ll gain practical insights into achieving your family’s future goals.