Tax Advice

Estate Planning Done Right

Are You Thinking About Leaving An Inheritance To Your Children?

Anyone who has built a legacy for themselves daydreams of the day they get to pass it on. Whether it’s a small mom-and-pop store they’ve had for 20 years or a franchise they’ve helped expand, planning the next step is exciting.

At Higher Ground Legal, located in Thurmont, MD, we believe solid tax advice can help develop a strong plan for the future. With the right team, you can make the best choices for your family without compromising specific wants.

We’ve Got The Experience To Help

There is no “one-size-fits-all” approach to estate planning. Your needs and wants will vary based on your experiences and lifestyle. We specialize in tax advice, legal advice, and trust prep. All of our operations are conducted in-house, which allows us to offer complete transparency to our clients.

Working with a legal team that can advise on the key components of estate planning means you receive custom-tailored service. We offer comprehensive packages that keep your goals aligned.

Worried About Wills And Trusts?

Putting together an entire estate plan on your own can be overwhelming and stressful. There are so many factors to consider. You have to think about what will be best for your family while realistically evaluating your current situation.

It is very important to ensure that your wills and trusts are cooperative and not at odds with each other. Working in tandem, these two elements will give you the strongest estate plan.

Factors like including your business in your estate plan as an inheritable item, tax-exempt assets you may have, and even who gets your signed sports memorabilia can all be taken into account when estate planning. Our complete estate packages consider all of the small moving parts for you.

Let’s Talk About Your Options

Having the flexibility to review, update, and change your estate plan is more important than ever. Times have changed and will continue to do so.

We want to make sure you understand all of the options available to you and, most importantly, what those options mean. We’ll talk with you extensively about the outcome you wish to achieve through the scope of tax advice we provide.

One of our greatest strengths is ensuring you know what you can do to achieve your goals. We want to empower you to make the best decision for you and your family, and we’ve got the know-how to make it happen.

Higher Ground Legal Is The Support Team You’ve Been Looking For

You may need advice on your tax strategy and how your wills and trusts play into that. You may need a complete overhaul of an estate plan you haven’t reviewed in years.

Whatever phase you may be in now, we can help you. After we complete a package for you, all future reviews are free. We believe in you making the best choices possible, and we want to help you do just that. If you’re ready to take the next step, call us at (301) 396-7576 to schedule a consultation. Have a burning question that can’t wait? Click here to schedule a free 15-minute video call.