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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
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 to know about 529 plans in Maryland
529 plans are a highly common method of reducing taxes at both the state and federal levels. However, Maryland residents who are...
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What Type of Deed Should I Use When Transferring Real...
When using trusts in estate planning, a key element includes transferring real estate belonging to the trustmaker into the trust by recording...
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Medicaid Eligibility for Nursing Home Level of Care
Think again if you thought Medicaid planning only included meeting strict income and asset limits for long-term care coverage. You will also...
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Untangling a Tangled Title: Homeownership, Property Deeds, and Estate Planning
Do you really own the home you live in? If you are currently living in a property that you inherited but the...
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Qualified Personal Residence Trust: What Is It and When Should...
Americans have enjoyed historically high estate tax exemption rates for most of the last twenty years. Such high exemption amounts have kept...
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Build Back Better Act and Estate Planning Changes
Build Back Better Act and Estate Planning Changes President Biden’s Build Back Better Act (BBBA) has made a significant first step towards...
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