Estate Planning

Experienced Maryland Estate Planning Attorney

The Costello Law Group can help you plan for the unexpected whether you are starting a family, growing a business, or approaching retirement.  We are a boutique law firm offering a comprehensive suite of estate planning services aimed at providing helping our clients reach their goals. We create an individualized estate plan based upon your financial and family circumstances, goals and objectives.   We are committed to finding the most cost effective and straightforward plan to achieve your goals.

The first step in preparing an effective estate plan is to make an informed decision about who you want to receive your assets and be responsible for your affairs after your death or incapacitation.  An effective estate plan should also protect assets during incapacity and at death, minimize exposure to state and federal taxes, and provide a predictable and smooth transfer of assets and responsibility.  In implementing a comprehensive estate plan, our estate planning attorneys will often prepare a several different legal documents.  These documents may include:

• Last Will and Testament
• Financial Power of Attorney
• Durable General Powers of Attorney
• Advanced Medical Directive
• Revocable Living Trusts
• Special Needs Trusts
• Irrevocable Life Insurance Trusts (ILITs)
• Qualified Personal Residence Trusts (QPRTs)
• Qualified Domestic Trusts (QDOTs)
• Conduit Trusts

If you are interested in creating or updating your estate plan, please contact us. We can arrange for a free initial consultation at our in Towson, Maryland, by telephone, or by video conference.  During the initial consultation, we will take the time to get to know you so that we can determine what documents you may need and an estimate of the costs to prepare them.