How to Prepare for the Initial Estate Planning Consultation

Maryland estate planning involves setting up a plan that meets the client’s needs, supported by appropriate legal instruments. The plan kicks in during life if a physical or mental  incapacity prevents the client from acting in his or her own behalf. It also provides, through a last will, for the distribution of assets post-death. In […]

Who is on your team of advisors?

Attorney Smith asks business owners a question that is the foundation of success in the marketplace.  A team of advisors may include a bookkeeper, an accountant, a banker, a financial advisor and a lawyer.