Advanced Estate Planning Strategies – MD, PA & DC

Estate Planning Beyond the Basics

For larger or more complex estates, advanced planning strategies can help preserve wealth, reduce taxes, and achieve specific legacy goals.

Strategies We Offer

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Irrevocable Life Insurance Trusts (ILITs)

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Charitable Remainder Trusts

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Family Limited Partnerships (FLPs)

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Generation-Skipping Trusts

Who Benefits Most

These techniques are ideal for business owners, high-net-worth individuals, and families with unique asset structures.

Why Rob

With deep knowledge of MD, PA, and DC estate tax laws, Rob designs strategies that maximize benefits while keeping your plan compliant and clear.