Helping Families Plan For The Future

Last updated on March 27, 2024

In Montgomery County and Howard County, Maryland, our skilled estate planning lawyers are here to thoughtfully discuss your goals, offer sound recommendations and draft solid documentation that reflects your objectives is Attorney Simpson, founding attorney of Simpson Law, PA.

Our team helps you transition your property and assets to your loved ones and their favorite charities using strategies that reduce or eliminate estate tax liability and costly, lengthy probate proceedings. When you work with us to create your unique estate plan, you give your loved ones comfort and closure without unnecessary financial burdens.

Before retaining Simpson Law, PA as your lawyers, we will explain the estate planning process, a timetable for its completion and your participation in the plan. Our standard document package includes a will, power of attorney for health care, financial power of attorney, durable power of attorney and a living will, also known as a medical directive and appointment of health care agent.

Simpson Law, PA – Experienced Estate Planning And Probate Solutions

Rockville and Columbia trusts and wills law firm uses our years of experience, proven skills and your valuable input to address the unique needs of individuals, families, and businesses in practice areas such as:

  • Wills: We can assist you in drafting the most fundamental document in your estate plan: your will. Before you pass, we can ensure that your wishes and goals are accurately reflected in this document.
  • Living wills and powers of attorney: If you become mentally incapacitated, a living will and power of attorney can state your medical, health care and financial requests, as well as who you would like to help carry them out. We can help you get the appropriate documentation so that the right person can fulfill your requests.
  • Trusts: Sometimes, you may need to include a trust in your estate plan. We can help you determine if you need trust, and if so, which type best fits your needs and situation.
  • Special/Supplemental Needs Trust: If you have a vulnerable loved one in your family who will need specialized care after you pass, a special needs trust can help ensure they get the care they need long after you’re gone. We can help you set up a special needs trust and address any potential questions or concerns you might have.
  • Trust administration: Creating and implementing a trust is only half the battle. Ensuring the trustee or other third parties involved with the trust do what they need to is the other half. We can facilitate these transactions to ensure everyone complies with the rules when administering the trust.
  • Emergency planning: No one wants the worst-case scenario to happen. However, planning for the worst can ease the burden on anyone you are responsible for. We can help you factor in these emergency scenarios and put the appropriate safeguards in place to protect your loved ones.
  • Probate administration: If you and other beneficiaries disagree over a will or estate, we can help you navigate the probate process to challenge the legitimacy of a loved one’s will. We can also help with disagreements between beneficiaries, creditors, and other parties.
  • Fiduciary services: If you need someone to step in and act in the best interests of yourself or an estate holder, Attorney Simpson, our lead attorney, is a fiduciary and can carry out your wishes as requested.
  • Premarital agreements: If you’re getting married and want to protect your future assets, we can help you look at your and your fiancé’s financials and other factors to help you establish a prenuptial agreement.
  • Business succession planning: Passing your business to a loved one can be rewarding. It can also require a lot of careful planning and execution. We can help facilitate the business succession process to ensure things run smoothly.

Simpson Law, PA, has positively impacted many lives across Maryland, Virginia and Washington, D.C., since 2003. Contact our Rockville estate planning attorneys at 301-658-7951 or by email for an initial consultation at our Spencerville law office. Please tell us if you need an evening appointment.