Cómo Prepararse Para Su Consulta Inicial De Planificación Patrimonial

La planificación patrimonial de Maryland implica establecer un plan que satisfaga las necesidades del cliente, respaldado por los instrumentos legales apropiados. El plan se activa durante la vida si una incapacidad física o mental impide que el cliente actúe en su propio nombre. También proporciona, a través de un último testamento, la distribución de los […]

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.