Estate Planning for Your Life and Legacy
A thoughtful estate plan protects more than property. It identifies who can act for you if you become unable to manage your affairs, provides clear instructions for your healthcare, protects the people who depend on you, and determines how your assets will be managed and distributed.
Neon Edge Advisory helps individuals and families throughout Maryland and Washington, D.C. create practical, personalized plans with compassion, clarity, and ease.
Your plan will be designed around your family & assets
Will or Revocable Living Trust
Direct how your assets will be managed and distributed and identify the people responsible for carrying out your wishes.
Financial Power of Attorney
Authorize someone you trust to manage financial and legal matters if you cannot act for yourself.
Advance Healthcare Directive
Document your healthcare preferences and name someone to make medical decisions when necessary.
HIPAA Authorization
Allow designated people to receive the medical information needed to support you and communicate with healthcare providers.
Guardianship Nominations
Name trusted people to care for minor children and provide guidance about how you want them supported.
Beneficiary Protection
Create appropriate protections for children, beneficiaries with disabilities, blended families, or loved ones who may need help managing an inheritance.
Will or Trust: Understanding the Difference
A Will
A Will states how individually owned property should be distributed after death. It can nominate guardians for minor children and name a personal representative. A Will generally must go through probate before individually owned assets can be distributed.
A Revocable Living Trust
A Revocable Living Trust can manage assets during your lifetime, provide continuity during incapacity, and direct distributions after death. Assets properly transferred to the trust can generally pass without probate. The trust must be properly funded to provide this benefit.
Your Estate Plan in Four Clear Steps
1. Discover
1. Discover
1. Discover
Submit your Life & Legacy Profile and meet with Attorney Jewell for a Life & Legacy Planning Session. We discuss your family, assets, concerns, and goals and explain your planning options.
2. Design
1. Discover
1. Discover
After you choose to move forward, we design a plan that reflects your wishes, protects the people you love, and addresses the circumstances that make your life and family unique.
3. Create
4. Sign and Fund
4. Sign and Fund
We prepare your documents and guide you through them in clear, understandable language. You can ask questions and confirm that the plan reflects your decisions.
4. Sign and Fund
4. Sign and Fund
4. Sign and Fund
We supervise the formal signing of your documents and guide you through funding your trust to put your plan into effect.
Additional Services
ESTATE PLANNING FOR BLENDED FAMILIES
ESTATE AND SUCCESSION PLANNING FOR BUSINESS OWNERS
ESTATE AND SUCCESSION PLANNING FOR BUSINESS OWNERS
Create a plan that supports your spouse or partner while protecting children from current or prior relationships. We help you address inheritance, decision-making, property ownership, and family dynamics with care and clarity.
ESTATE AND SUCCESSION PLANNING FOR BUSINESS OWNERS
ESTATE AND SUCCESSION PLANNING FOR BUSINESS OWNERS
ESTATE AND SUCCESSION PLANNING FOR BUSINESS OWNERS
Your business and estate plans should work together. We help business owners form LLCs and other entities, draft or update operating agreements and succession provisions, and coordinate appropriate assignments of business interests to a trust.
Do you have an operating agreement with an explicit succession plan?
If you were temporarily incapacitated:
- Who can run payroll?
- Who can sign a contract?
- Who can access the business bank account?
- Who can talk to vendors, clients, insurers, employees, lenders, or your CPA?
SPECIAL NEEDS PLANNING
ESTATE AND SUCCESSION PLANNING FOR BUSINESS OWNERS
SPECIAL NEEDS PLANNING
Plan an inheritance for a loved one with a disability without unnecessarily disrupting eligibility for means-tested public benefits. We can help you consider 3rd-party special needs trusts and related planning strategies based on your family’s circumstances.