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Tag Archives: financial plan

Understanding the differences between an estate, financial, tax and legacy plan

Financial Plan. Tax Plan. Legacy Plan. Estate Plan. How many plans do I need?!

By Andre O. McDonald |

Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans – financial plan, tax plan, legacy plan, and estate plan – are vital to your financial well-being and protection of your assets and… Read More »

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For help with estate planning, special needs planning or elder law throughout Howard, Montgomery, Prince George’s, Anne Arundel, and Baltimore County; and Baltimore City, contact McDonald Law Firm, LLC.

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McDonald Law Firm, LLC

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Bethesda, MD 20814

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Washington, DC 20037

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