Estate Planning


Estate planning mdYou’re investing a great deal of energy to build wealth that safeguards yourself and your family against an uncertain future. But the future of that wealth could be in jeopardy without proper planning. Gain incomparable peace of mind with your own team of trusted financial advisors in Northern Virginia, Maryland and DC to manage the transfer of your wealth to the individuals and organizations that you wish, in the way that you deem best.

Financial Brokerage Services is one of the most called-upon wealth management firms in DC, assisting with the estate planning needs of individuals with assets ranging from modest to sizable. While we are not attorneys, our experts work closely with other professionals to craft a comprehensive estate plan that honors your wishes and coordinates with your overall financial goals while minimizing taxes.

Don’t Wait Until It’s Too Late

Challenging legal problems arise in the absence of careful estate planning. Financial advisors in Maryland know the anger, confusion and heartbreak that occur within families when a life’s accumulation of assets is left to the probate court, all for lack of a timely estate plan. At Financial Brokerage Services, we’ll guide you in smoothly transferring ownership of your assets to your chosen heirs using a combination of planning tools such as wills, trusts, insurance, powers of attorney and charitable gifting.

Smart Strategies to Minimize Taxes

When families transition their wealth to future generations, both during their lifetime and after death, they can potentially generate considerable federal and state tax obligations. A primary goal of estate planning involves minimization of estate and transfer taxes. Financial Brokerage Services can help you guard against the devastating tax implications of improper planning to ensure your heirs receive as much of your hard-earned wealth as possible.

The Financial Advisor DC, Virginia & Maryland Residents Trust for Comprehensive Estate Planning
To avoid probate and maximize the legacy you pass on to your heirs, Financial Brokerage Services is the financial planner Virginia and Maryland residents can count on. Let us assist you in developing a clear, thoughtful estate plan that distributes your wealth according to your wishes. To schedule a complimentary consultation, please contact us at (301)320-2000.