Serving Maryland Estate Planning Clients from Our New Frederick Location
Effective July 1, 2026, our office is located at:
5100 Buckeystown Pike, Suite 250
Frederick MD 21704
Convenient telephone, virtual, and in-person appointments available by appointment only.

Posts Tagged ‘insurance policies’

What Information Should I keep Handy?

Important Documents To Keep Handy: Keep these documents about your aging parent or loved one in a designated file/folder: Contact Names and Numbers Medication Workshhet Allergy and Condition Worksheet Physician Visit Worksheet Health Care Proxy DNR (Do Not Resuscitate) Order Advance Directives such as Living Will and Durable Power of Attorney Insurance Policies Will and Testament Copy of Medicare/Medicaid Card Copy of Health Insurance/Cards Valuables Designation List

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