Probate and Death Taxes—What Your Family Needs to Know

Probate and estate taxes are two words that can cause anxiety for anyone planning for the future. Probate can be time-consuming, public, and expensive. Death taxes—both federal and state—can erode the assets you’ve worked hard to accumulate.

But with proper planning, you can minimize or even avoid many of these concerns.

At Estate and Elder Planning, LLC, we focus on:

• Creating trusts to avoid probate and preserve privacy
• Designing efficient estate plans that minimize or eliminate estate taxes
• Ensuring your assets go directly to your loved ones without unnecessary court involvement

You’ve spent a lifetime building your legacy. Don’t let unnecessary legal processes or taxes get in the way of passing it on.

Want to keep your estate out of probate? Let’s talk about your options.

Legal Disclaimer

The content on this blog is provided by Estate and Elder Planning, LLC, led by attorney David Wingate, for general informational purposes only. It is not intended as, nor should it be construed as, legal advice. No attorney-client relationship is created by reading, commenting on, or interacting with this blog or its contents.

While we strive to present accurate and up-to-date information on topics such as estate planning, elder law, Medicaid planning, and asset protection, laws and regulations vary by jurisdiction and may change over time. Therefore, the information shared may not apply to your specific legal situation.

We strongly recommend consulting a qualified attorney to receive personalized legal advice tailored to your unique needs and circumstances. Do not rely on this blog as a substitute for competent legal counsel.

Estate and Elder Planning, LLC makes no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of the information presented. Any actions taken based on the content of this blog are at your own risk. We expressly disclaim liability for any loss or damage incurred as a result of using or relying on the information provided here.

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By accessing and using this blog, you acknowledge and agree to the terms of this disclaimer. For personalized legal assistance, please contact Estate and Elder Planning, LLC at www.davidwingate.com or call (301) 663-9230. We serve clients in Frederick, Washington, and Montgomery Counties, Maryland.