2661 RIVA ROAD, SUITE 1001
ANNAPOLIS  (410) 573-1626
TOLL FREE  (888) 646-2111

Estate Planning

(Estate, Gift and Generation Skipping Tax Planning, Wealth Preservation, Disability Planning, Charitable Planning, and Life Insurance Planning)

Bagley & Rhody, P.C. assists clients with a variety of matters from simple estate plans to complex tax and estate planning issues, such as Estate, Gift and Generation Skipping Tax Planning, Disability Planning (including Discretionary and Supplemental Needs Trusts), Charitable Planning, and Life Insurance Planning.

At Bagley & Rhody, P.C., we offer customized estate planning.  We meet with each client to create an appropriate estate plan in line with the client’s wishes.  Through the use of both lifetime and testamentary planning techniques, our clients are advised of the alternatives for the handling of their estates in an administratively simple and tax advantageous manner.  We understand that planning for your incapacity or death can be a complicated and unnerving process.  You need the help of a qualified and detailed estate-planning attorney who will listen to your specific needs, and ensure that your assets are protected and distributed according to your wishes. Our goal is to not only create an estate plan that minimizes taxation and distributes assets efficiently, but to also educate the client so they are comfortable with the work provided to them. 

To begin the estate planning process, please contact us by email or telephone.  After you have scheduled an appointment to meet with one of our attorneys to begin the estate planning process, we will mail to you or you can download an Estate Planning Organizer, which should be completed to the best of your abilities and forwarded to us before your first meeting.  The initial consultation will be held at no charge.  Only after we meet and assess your specific needs will we enter into a fee arrangement.