Estate Planning

A carefully drafted estate plan can make all the difference in the world. Without a will, your estate will be distributed according to the laws of interstate succession and may not be disposed of according to your wishes.

It is likewise important to plan for the possibility that you may unexpectedly become incapacitated and need help managing your health care and financial affairs. Health care directives allow you to proactively appoint an agent who can make health care and end of life decisions on your behalf. A financial power of attorney allows you to proactively name a trusted fiduciary to manage your financial affairs when you are unable to do so thus avoiding unnecessary delays, legal fees and court proceedings.

We take the time to understand your estate planning goals, explain to you how your beneficiary choices effect inheritance and estate taxes, and carefully draft documents that reflect your intention to avoid potential family conflict (or discord). To learn more about how we can help you achieve your goals, contact us today. 

Contact Us Today!

10.0Cheri Patrice Wendt-Taczak
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Office Locations

By Appointment Only
92 Franklin Street, Suite 201
Annapolis, MD 21401
443.213.1063 (fax)

Mon, Tue, Wed, Thu, Fri: 09:00am - 05:00pm

Mailing Address
P.O. Box 6113
Annapolis, MD 21401