Estate Planning Services in Maryland

Protecting Your Assets

As your net worth continues to grow, so does your estate. If unprepared, your heirs could face substantial federal and state estate tax liabilities. If you were to die without a will, known as “intestate,” your assets may be subject to probate. This is typically costly, and it can potentially cause disputes amongst your heirs.

Estate planning can be intimidating and frustrating and is often times overlooked due to the uncomfortable nature of the conversations that arise. However, with the proper guidance and interpretation from Geier Asset Management, estate planning can be seamless and simple to implement. Proper estate planning will save your family a great deal of time, heartache, and money.

Professional & Estate Planning

Geier Asset Management is here to assist with your estate planning needs from start to finish. Whether you are a business owner seeking to transfer ownership to successors, a young family that needs basic documents prepared to protect your children, or a senior looking to transfer wealth to family members, we are equipped to handle your specific situation. We can help:

  • Define your goals
  • Analyze the specifics of your financial situation
  • Assemble an estate planning team of estate attorneys and tax experts
  • Coordinate the preparation of estate planning documents with a licensed attorney
  • Devise a wealth transfer plan
  • Overseeing the disbursement of your estate
  • Monitor the estate plan annually as wishes and laws may change

 

The Basic Estate Planning Documents

The first step of estate planning is the generation of basic documents that will illustrate your intentions and provide instruction to your heirs. As your assets accumulate, more sophisticated strategies may need to be implemented. However, we suggest you address the basic estate planning documents at a minimum. With an attorney’s assistance, we are able to coordinate the preparation of the following:

  • Wills
  • Living wills
  • Revocable living trust
  • Power of attorney
  • Durable power of attorney
  • Health care power of attorney
  • Medical directives
  • Beneficiary designations
  • Irrevocable life insurance trust (ILIT)

Will & Estate Planning in Howard County, Maryland

Planning for death is often a topic of conversation most people prefer to avoid. However, it is essential in ensuring your assets are protected, your loved ones are cared for, and your wishes are granted. The completion of certain basic estate planning documents will provide protection and guidance for your survivors while limiting federal and state estate tax liabilities that may arise from an estate exceeding the exemption levels.

From living wills, to medical power of attorneys, to revocable trusts, Geier Asset Management will coordinate your family’s estate planning efforts with the assistance of trusted estate attorneys nationwide. Contact us to learn how we can help in the Howard County area.

 

Schedule Your Complimentary Consultation Today
It’s never too early to start planning. Reach out to one of our advisors today to get your future started.

Complimentary Consultation Form

Who We are


Meet our dedicated and experienced team at Geier Asset Management. We handle tax planning, investment management, financial planning, and retirement plan services for clients nationwide.
Joseph N. Geier, CPA

President/Client Manager
Brian Woods

Vice President/Client Manager
Gregory Palacorolla, CFP®

Director, Wealth Management
Daniel Mules, CPA

Client Manager
Brendan Winkler, CPA

Portfolio Accountant
Deborah Kresslein

Portfolio Administrator
Julie Keller

Executive Assistant