Generational wealth transfer in Maryland

Merrill Lynch Financial Advisor Garrett A Thrift, located at 114 Bay Street in Easton, Maryland, United States, is a finance institution that prioritizes building strong relationships with clients through personalized service. They believe in starting every relationship with a conversation to understand your goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, they tailor a financial approach to help you pursue what matters most to you. Their team of experienced professionals works with you to develop a comprehensive financial plan that takes into account all aspects of your financial life, including investments, real estate, and family businesses. They provide access to investment insights from Merrill and banking solutions from Bank of America to address your financial needs.

Folger Nolan Fleming Douglas is a prestigious finance institution located at 601 Locust Street in Cambridge, Maryland, United States. With a long history of providing top-notch financial services, they are known for their expertise in investment management, financial planning, and wealth preservation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investment portfolio or plan for retirement, Folger Nolan Fleming Douglas is committed to providing personalized solutions tailored to your needs. Visit their office today to learn more about how they can help you reach your financial objectives.

Stouffer Legal is a law firm located at 658 Kenilworth Drive in Towson, Maryland, United States. We specialize in education-focused estate planning, serving families in Maryland, Pennsylvania, and Washington D.C. Our philosophy is centered around the belief that every life tells a unique story, and every story deserves a thoughtful ending. As your trusted estate planning law firm, we are dedicated to helping you craft a final chapter with care, expertise, and a personalized touch. Our team of experienced attorneys, including founder Britt Stouffer, Wilson, Melissa, Alex, Victor, Holly, Colin, Kaitlyn, Julia, and Amy, are committed to guiding clients through the estate planning process to protect their wealth and legacy for future generations. We offer services such as creating wills and trusts, asset protection, wealth preservation, and probate assistance.

Trusts and Estates Attorney Kerri Castellini is a highly reputable legal institution located at 7101 Wisconsin Avenue in Bethesda, Maryland. Specializing in trusts and estates law, Attorney Kerri Castellini provides expert legal counsel and guidance to clients seeking assistance with estate planning, wills, trusts, and probate matters. With a strong commitment to personalized service and attention to detail, clients can trust in Attorney Castellini's expertise and dedication to helping them navigate complex legal issues. Contact Trusts and Estates Attorney Kerri Castellini for all your estate planning needs in the Bethesda area.

Sims & Campbell is a prestigious institution located at 181 Harry S. Truman Parkway in Annapolis, Maryland, United States. Specializing in estate planning, the firm serves clients in Maryland, Pennsylvania, New York, Virginia, and Washington D.C. The experienced lawyers at Sims & Campbell offer expert advice on transferring wealth through wills, trusts, and gifts, as well as estate administration and trust and estate litigation. They work closely with individuals and families to create comprehensive estate plans that address their unique needs, including providing for beneficiaries, minimizing taxes, protecting assets, and designating guardians for minor children. With a focus on clarity and compassion, Sims & Campbell guides clients through complex legal issues to help preserve their property for future generations.

The Law Offices of Clifford M. Cohen, located at 1201 Seven Locks Road in Rockville, Maryland, is dedicated to helping families plan for the future through comprehensive estate planning services. With a focus on addressing the often overlooked topic of death, Attorney Clifford M. Cohen understands the importance of having a verified plan in place to protect your assets and ensure your loved ones are taken care of according to your wishes. Whether you choose to plan through a will or a living trust, Attorney Cohen will work closely with you to address your unique concerns and design a plan that meets your specific needs. With a commitment to client satisfaction, the team at the Law Offices of Clifford M. Cohen remains available to answer any questions and provide guidance throughout the estate planning process.

Located at 721 Main Street in Stevensville, Maryland, Frame & Frame Attorneys at Law has been serving the legal needs of the community for over 70 years. Specializing in estate planning, elder law, and guardianship, our team of experienced attorneys provide compassionate and personalized legal guidance to clients, often spanning multiple generations of the same family. Our firm is dedicated to helping clients navigate the complexities of estate planning, probate, and long-term care for senior family members. We understand the importance of thoughtful planning for the future and are committed to protecting and providing for our clients and their loved ones.

Sims & Campbell is a leading institution located at 500 York Road, Towson, Maryland, United States. Specializing in estate planning, their team of lawyers serve clients in Maryland, Pennsylvania, New York, Virginia, and Washington D.C. The firm offers expert advice on transferring wealth through wills, trusts, and gifts, as well as estate administration and trust litigation. Sims & Campbell is dedicated to helping clients provide for their beneficiaries, minimize taxes, protect assets, appoint guardians for minor children, and support charitable organizations. With a focus on practical solutions and compassionate guidance, Sims & Campbell aims to help families preserve their property for future generations.

The Law Offices of James A. List, LLC is a prestigious mid-Atlantic law firm located at 11019 McCormick Road in Cockeysville, Maryland. Specializing in estate planning, asset protection, and trust needs, our firm is dedicated to providing personalized and responsive service to our clients. We cater to business owners, families with developmentally disabled members, and individuals involved in real estate. Our main focus is on estate planning, where we assist clients in understanding various tools such as wills, revocable and irrevocable trusts, asset protection trusts, special needs trusts, powers of attorney, and medical directives. We are also experienced in gifting strategies, family LLCs/LLPs, 1031 exchanges, and family charitable foundations. In addition, we represent families in contested estate and trust litigation matters when needed.

Handler & Levine, LLC is a trusted estate planning law firm located at 4520 East-West Highway in Bethesda, Maryland, United States. With decades of experience, the firm's principals, Norman B. Handler and Marc S. Levine, work closely with individuals and families to plan for both expected and unexpected life events. They prioritize trust and common sense in their approach, ensuring that clients feel comfortable with their estate plans and understand the impact on their lives and loved ones. Handler & Levine, LLC aims to earn and retain clients' trust while providing personalized and sensible estate planning services.

Life & Legacy Counselors is a leading institution located at 1401 Mercantile Lane in Upper Marlboro, Maryland. Our team of experienced counselors is dedicated to helping individuals navigate life's challenges and create a lasting legacy. Whether you are seeking guidance in personal growth, relationships, or career development, our counselors provide a supportive and confidential environment for you to explore your goals and aspirations. Contact us today to start your journey towards a brighter future.

Estate Escape, LLC is a finance institution located at 13075 Hanbury Brothers Place in Charlotte Hall, Maryland, United States. We specialize in helping individuals and families manage their estates, investments, and financial assets. Our team of experienced professionals provides personalized guidance and solutions to help clients achieve their financial goals and secure their futures. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Estate Escape, LLC is here to help you navigate the complex world of finance with confidence and peace of mind.

Capital Affinity Partners, Inc. is a finance institution located at 9515 Deereco Road in Timonium, Maryland. With a strong focus on building relationships and providing personalized financial solutions, Capital Affinity Partners, Inc. offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Capital Affinity Partners, Inc. is committed to providing expert guidance and support every step of the way.

Chesapeake Financial Advisors is a leading accounting and finance institution located at 401 Jefferson Avenue in Towson, Maryland, United States. With a team of experienced professionals, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you need help with tax planning, investment management, or retirement planning, Chesapeake Financial Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you secure a strong financial future.

Legacy Management is a reputable institution located at 180 Bowery Street in Frostburg, Maryland, United States. We specialize in providing top-notch management services for individuals and businesses looking to preserve and enhance their legacy. Our team of experienced professionals is dedicated to helping our clients achieve their long-term goals and objectives through strategic planning and effective decision-making. Whether you are looking to secure your financial future, protect your assets, or plan for the future of your business, Legacy Management is here to help. Contact us today to learn more about how we can assist you in managing your legacy with care and expertise.

Morgan Stanley Financial Advisors is a leading finance institution located at 1185 Imperial Drive in Hagerstown, Maryland, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your investment portfolio, our advisors are here to guide you every step of the way. Trust Morgan Stanley Financial Advisors to provide you with expert financial advice and exceptional service.

Vinores Financial Services, located at 209 East Main Street in Thurmont, Maryland, is a finance institution that specializes in helping local farmers with their transition planning through the Land As Your Legacy® program. Without proper planning, outside factors may impact the future of your farm operation. Our transition planning specialists are dedicated to helping farmers plan for multi-generational success. Securities are offered through Grove Point Investments, LLC, and investment advisory services are offered through Grove Point Advisors, LLC. Vinores Financial Services is not affiliated with Grove Point Financial, LLC or its subsidiaries. Our financial professionals are registered and licensed to conduct business in specific states and jurisdictions. Visit our website to learn more about our services and to view our Form CRS. Trust Vinores Financial Services to help you secure the future of your farm operation.

Arnold Financial Services is a leading finance institution located at 1 Bank Street in Gaithersburg, Maryland, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Arnold Financial Services can help you reach your financial goals.

Legacy Capital Planners is a leading finance institution located at 12410 Milestone Center Drive in Germantown, Maryland, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals and secure their legacy for future generations. We offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Legacy Capital Planners to provide personalized and comprehensive financial solutions tailored to your specific needs. Contact us today to start planning for a secure financial future.

Raymond James is a finance institution located at 18310 Montgomery Village Avenue in Gaithersburg, Maryland, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, Raymond James is committed to providing personalized and professional financial guidance.

Puckett & Sturgill Financial Group is a finance institution located at 7543 Main Street, Sykesville, Maryland, United States. As a team of independent financial advisors, we take a personalized and holistic approach to financial planning and wealth management. We design plans that align with your personal values and financial objectives, helping you pursue your dreams and achieve your goals. Our team prioritizes getting to know each client individually to provide tailored recommendations and guidance. We pride ourselves on serving our clients with care and treating them like family. With a focus on saving wisely, investing diligently, and living confidently, we aim to help you navigate life's changes and work towards your long-term financial goals. Our partnership with LPL Research provides valuable insights and analysis to position you for success in the ever-changing financial landscape. Contact us today to start planning for a secure financial future.

Capital Investment Management is a leading finance institution located at 1459 Underwood Road in Sykesville, Maryland, United States. Our team of experienced professionals specializes in providing expert guidance and investment strategies to help our clients grow and manage their wealth. Whether you are looking to plan for retirement, save for a major purchase, or build a diversified investment portfolio, our team is dedicated to helping you achieve your financial goals. Contact us today to learn more about how Capital Investment Management can help you secure your financial future.

Merrill Lynch Financial Advisor Christopher R Hoult, located at 30 West Patrick Street in Frederick, Maryland, is a finance institution that offers personalized financial coaching to clients. With a focus on wealth management, estate planning, portfolio and investment management, Chris Hoult helps clients navigate the complexities of financial planning. With over 30 years of experience at Merrill Lynch Wealth Management, Chris works with clients to help them achieve their life goals by developing personalized financial plans. Supported by the global resources of Merrill and the banking convenience of Bank of America, Chris and his team are dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, Chris helps design and implement personalized plans to manage, grow, and preserve wealth while addressing investment risk. Through ongoing conversations and regular reviews, Chris ensures that clients' financial approaches are adjusted to reflect changes in their lives and the financial markets. With access to investment insights and banking solutions, Chris Hoult helps clients pursue their financial needs and aspirations. Whether planning for retirement, saving for a home, or funding a child's education, Chris believes that financial success is achieved by aligning investment decisions with personally meaningful goals. As a Chartered Retirement Planning Counselor™, Chris is dedicated to helping clients navigate the complexities of financial planning and investment strategies. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Christopher R Hoult is committed to helping clients live their best financial lives.

Obsidian Planning Solutions is a premier financial institution located at 2099 Gaither Road in Rockville, Maryland, United States. We specialize in providing comprehensive financial planning solutions to individuals and businesses alike. Our team of expert financial advisors are dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest, save for retirement, or plan for your children's education, Obsidian Planning Solutions is here to guide you every step of the way. Trust us to provide you with personalized and strategic financial advice that will help you build and protect your wealth for years to come.

Patuxent Financial Partners is a finance institution located at 6445 Cardinal Lane in Columbia, Maryland, United States. Our team of experienced financial professionals is dedicated to providing personalized financial services to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, we are here to help. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

Heritage Financial Consultants is a premier financial institution located at 307 International Circle in Cockeysville, Maryland, United States. As a trusted finance firm, we provide expert guidance and personalized solutions to help clients achieve their financial goals. Our team of experienced advisors offers a wide range of services including investment management, retirement planning, estate planning, and more. At Heritage Financial Consultants, we are dedicated to helping our clients secure their financial future and build a legacy that lasts for generations.

Merrill Lynch Financial Advisor Michael M Stack is a reputable finance institution located at 11333 McCormick Road in Cockeysville, Maryland, United States. With years of experience and expertise in the financial industry, Michael M Stack offers personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Michael M Stack is dedicated to providing top-notch financial guidance and support.

TriBridge Partners is a leading finance institution located at 6721 Columbia Gateway Drive in Columbia, Maryland. With a focus on providing comprehensive financial solutions, TriBridge Partners offers expert advice and personalized services to help clients achieve their financial goals. Whether it's investment management, retirement planning, or estate planning, the team at TriBridge Partners is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit us today to learn more about how we can help you secure your financial future.

Weinberg Financial Advisory is a leading finance institution located at 9515 Deereco Road in Timonium, Maryland, United States. With a team of experienced financial advisors, Weinberg Financial Advisory offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Weinberg Financial Advisory provides expert guidance and tailored solutions to meet your needs. Trust Weinberg Financial Advisory to help you navigate the complexities of the financial world and secure your financial future.

Pointer Financial Advisors is a finance institution located at 10500 Little Patuxent Parkway in Columbia, Maryland, United States. They are fee-only advisors, meaning they do not accept any commissions or referral fees, ensuring that their clients receive unbiased financial advice. As fiduciary advisors, they are committed to acting in the best interest of their clients. You can find them at Suite 460 in Columbia, Maryland.