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Estate Planning Tools

Law Offices of Julie A. Schejbal, CHTD May 11, 2023

Senior Old Man Signing Estate Planning DocumentPrepare for Your Future Today

At the Law Offices of Julie A. Schejbal, Chtd in Dunkirk, Maryland, we help families protect loved ones through careful estate planning. Attorney Julie A. Schejbal has 22 years of experience representing people in estate planning matters, and she worked for the estate tax division of the IRS for 5 years. If you or a loved one needs to speak with an experienced estate planning attorney to draft a will, trust, or other estate planning document, call (301) 453-7548 to schedule a free consultation. Evening appointments are available by request.

Estate Planning Tools

At our office, we use many different estate planning documents to carry out your individual estate planning goals. Some of the most common documents requested by our clients include:

  • Wills

  • Trusts

  • Powers of Attorney

  • Advanced Medical Directive/Living Will

  • Pour-Over Wills

  • Irrevocable Trusts

  • Insurance Trusts

  • Charitable Remains Trust

  • By-Pass Trust or Non-Marital Trust

  • Living Trust

  • Marital Remains Trust

  • Complex Estate Planning and Complex Tax Planning Services

  • Estate Planning for Non-traditional Couples

For an explanation of each of these estate planning tools, call our office in Dunkirk, Maryland today and schedule a free consultation.

The Goals of Estate Planning

Careful estate planning helps families protect their assets, reduce exposure to estate taxes, and efficiently transfer assets to a person's loved ones at the time of their death. In addition, the use of estate planning documents such as powers of attorney and living wills can provide clarity in the event that a loved one experiences a significant illness.

Schedule a Free Consultation

If you or a family member needs to speak with an estate planning lawyer in Dunkirk, Maryland, we are here to help. Call (301) 453-7548 to schedule an appointment. If you have a will or trust question or another estate planning question, feel free to send us an e-mail. Select the following link to access our Estate Planning Information Sheet.