Estate Planning, Personal Tax Planning, Long Term Care Planning

Successful estate planning is much more than drafting a Will or similar document. Successful planning strategies can minimize a client’s exposure to income, estate, gift, and generation-skipping taxes. Hearne & Bailey, P.A. has many years of experience in working one-on-one with its clients to develop unique estate plans that meet the specific needs of each client. Careful estate planning may involve the implementation of the tax-effective giving to family members, the establishment of a plan of succession for a family business, or use of charitable-giving techniques, such as charitable trusts or private foundations. Planning may also involve the consideration of and planning for significant life events, such as the need for long-term care / nursing home care in the future. We can assist with advance directives, guardianships, and other matters. Hearne & Bailey, P.A. assists clients in their future planning and planning for estates of all sizes and levels of complexity.

Please call our experienced attorneys at 410-749-5144 or complete to online contact form to schedule a consultation.