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Home
Practice Areas
Estate Planning
Wills
Living Trusts
Power of Attorney
Special Needs Planning
Special Needs Trust
Medicaid and Elder Law
Asset Protection
Fiduciary Representation
Trust Administration
Guardianship
Estate Administration & Probate
Our Team
Andre O. McDonald
Stacie S. Rogers
Our Staff
Resources
Testimonials
Free Estate Planning Guides
Blog
FAQs
Client Portal
Client Portal
DocuBank
Contact Us
Locations
Howard County (Columbia, MD)
Montgomery County (Bethesda, MD)
District of Columbia Office
The Legacy Planning Blog
Insights on Estate, Long-Term Care, and Special Needs Planning
Latest Insights
What Happens to Real Estate With a Mortgage When I...
Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has...
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I’m a Survivor . . . and Now I Have...
Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust...
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Testamentary Trusts: The Best of Both Worlds?
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust...
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What Is the “Last Surviving Spouse Rule”?
Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing estate taxes,...
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2024 Standard Protections for Spouses of Medicaid Applicants
Each fall, the Centers for Medicare & Medicaid Services (CMS) renews the federal guidelines that seek to protect individuals whose spouses are...
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Protecting Your House After You Move into a Nursing Home
When people start thinking about aging and the looming potential for needing long-term nursing care that comes along with it, one of...
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