News and Commentary

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.

Join the Bel Air office for our annual document shredding event. This Saturday October 5th from 9am-12pm, in our parking lot at 116 Hays Street, Bel Air, MD 21014. This event also benefits Socktober! A charitable initiative that provides new socks to homeless shelters. A dropbox will be available. Any donation is appreciated!