Estate planning for families and founders
For the people who build things worth protecting.
Estate planning for life, business, and the people who depend on you. You work directly with your attorney, and every engagement starts with a real conversation and a flat fee quoted before work begins.
Funded, not just signed.
We help you move your assets into your trust and check your beneficiary designations, and you get written confirmation of what was moved.
Your attorney, start to finish.
The attorney you meet reviews, finalizes, and signs off on every document. Chad R. Vickery is admitted to practice in the District of Columbia, Maryland, and Washington State. About the attorney
The honest answer on QSBS.
Including when your stock does not qualify, or when a trust is not worth its cost.
For families
Wills, revocable trusts, directives, and guardianship, and the step most often left undone: moving your assets into your trust. We guide you through retitling your accounts and property and updating your beneficiary designations, and we track each one until it is confirmed.
For founders
Section 1202 qualified small business stock, non-grantor and SLANT trust design, and the pre-liquidity window that closes as your valuation rises.
Where you live changes the plan
The federal estate tax exemption is high enough that most families will never owe federal estate tax. State rules are a different matter, and every state is different:
- District of Columbia: its own estate tax, starting far below the federal line.
- Maryland: an estate tax and an inheritance tax.
- Washington State: an estate tax that starts far below the federal line, and no sharing of unused exemptions between spouses.
Your plan should reflect the rules where you live. See estate taxes and exemptions, state by state.
Estate planning is simpler than you think.
Estate planning is not only for the wealthy, and it does not have to be daunting. It starts with a free Check-Up and a real conversation.
Begin with the free Check-Up
Whether you are planning for your family's future or protecting the work of a lifetime, we bring the same commitment to every matter: deliberate strategy and counsel tailored to your needs.