Conveniently located in historic downtown Rockville, MD in Montgomery County.
Bromberg Rosenthal LLC has extensive experience handling wills, trusts, and probate matters for people in Rockville and throughout Maryland, and Washington D.C. We understand that each of our clients has different wealth transfer needs and we work with our clients to understand their situation before we make suggestions about how to meet their goals.
Most people think about wills and trusts at two points in their lives: when they have a child and as they near retirement. Our objective when helping clients create wills and trusts is to simplify their lives and the lives of their heirs, in wealth transfer. After more than 35 years of handling estate plans, our firm is prepared to handle our clients’ complex and frequently-asked questions in an honest, straight-forward and easy-to-understand manner.
Most wills are designed to assure assets are distributed according to your wishes, while trusts are typically used to minimize estate taxes. Our Rockville estate planning lawyers have extensive experience handling trusts within the context of a will, thereby minimizing the cost of estate planning. Whether you need a simple will, a complex will with trust agreements for your children, or complex planning mechanisms such as credit shelter trusts and living trusts, we can meet your needs and requirements at reasonable cost.
We have extensive experience handling will, trust, and probate matters of simple and complex estates. We know that what concerns most people dealing with estate planning matters is probate. All estates go through probate. Probate is simply the process that legally shifts property from the deceased to their heirs. In the rare event that probate litigation occurs we have the skill and experience to represent our clients’ interests in court.
In addition to drafting wills and trusts, and handling probate matters, we assist our clients in drafting powers of attorney for medical decision-making, drafting living wills, handling financial affairs, and for selling real estate. We have the skill to assist you in the efficient management and transfer of your property while minimizing the tax consequences.
As a result of the Covid-19 pandemic, we urge our clients to consider, along with other important safety considerations, the necessity to update their wills and other financial planning instruments including advance directives and medical powers of attorney.