I offer estate planning advice and representation using wills, trusts, powers of attorney, and advance healthcare directives. I also assist clients with lifetime and testamentary charitable gift planning and provide probate and trust administration services in Maryland. Please contact me at (410) 988-3820 or chuck@chuckborek.com
Whether you have a complex, taxable estate, or simply want to make sure your assets end up in the right hands after your death, a well-considered estate plan is important. I guide my clients through the options and help them choose the methods of asset disposition that best suit their needs. Responsiveness to the client’s desires is my overriding concern in estate planning engagements.
Whether you have philanthropic desires during life or wish to fund a special cause upon death, I especially enjoy helping clients choose the most appropriate charitable giving technique to suit their needs. Options available include testamentary gifts, donor advised funds, charitable remainder and lead trusts, and restricted donations.
When a loved one passes, the last thing you should have to worry about are the myriad procedures and filings necessary to settle an estate. I handle both probate and non-probate estates in Maryland and can assist when there are real estate holdings or beneficiaries in another state.
I can assist you with:
Call (410) 988-3820 for expert estates, trusts, and charitable giving advice and planning