Practice Areas

The Law Offices of Sidle & Bloom

PRACTICE AREAS

Estate Planning

We help clients identify their estate planning goals and prepare a plan that meets their needs while maximizing the value of their estate passing to designated beneficiaries. We also counsel clients on issues related to long-term health care, medical assistance eligibility, disability, living wills, powers of attorney and a myriad of other estate planning issues.

We also represent clients in contesting wills, interpreting wills and trusts, and related litigation. We also provide complete probate and estate administration services in all Maryland counties.

Whether your needs include the simplest will or the most sophisticated and comprehensive estate plan, we have the skill and experience required to effectively represent you. Please contact us with your estate planning questions on all areas including:

  • Wills
  • Estate Planning
  • Advance Medical Directives
  • Living Wills
  • Durable Powers of Attorney
  • Special Needs Trusts
  • Medical Assistance Planning
  • Long Term Disability Planning
  • Trusts
  • Living (Revocable) Trusts
  • Estate and Gift Tax Planning
  • Inheritance Taxes
  • Estate Administration/Probate
  • Caveats
  • Charitable Giving
  • Discretionary Trusts

If you answer no to any of the following questions, you should contact us about Estate Planning.

  1. Do you have all of your important personal documents and records on hand in a secure place, such as a desk, file cabinet, or safe deposit box? (birth and marriage certificates; adoption, divorce, naturalization, immigration, and military discharge papers; etc.)
  2. Do you have basic legal documents which direct what happens to your assets when you die (such as a Will or Trust)?
  3. Do you have the basic legal documents to designate who will make personal decisions and handle your financial affairs in the event you are unable to do this for yourself (such as a financial power of attorney and a health care power of attorney)?
  4. Do you have all of your financial records on hand, in some order, and up to date? (tax returns, deeds, insurance policies, investment records, pension records, bank statements, etc.)
  5. Do you know how each of your assets are titled and why this is a crucial issue?
  6. Are your insurance needs met to the extent practical?
  7. Are you comfortable that your investments are both safe and productive?
  8. Are you receiving all of the public or private benefits to which you are entitled? (Social Security, Medicare, private pensions, etc.) If not, do you know when and where to apply for them?
  9. Do you know which changes in your life will require a review of your legal health status?
  10. Do you have a resource, such as an attorney or accountant, in the event you require professional advice or assistance?

Contact us

We invite your comments and questions. Call us today!

410-560-2800

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