New Address: Chisholm Law Group, LLC – 4550 Montgomery Avenue – Suite 900N – Bethesda – Maryland 20814

Chisholm Law Group, LLC

Schedule Your Consultation: 844-991-1392

Chisholm Law Group, LLC
Schedule Your Consultation
Our Attorneys Protect Our Clients’ Finances And Assets Throughout Their Estate Planning And Tax Law Issues

Protect Your Future With Thoughtful Estate And Trust Planning

At Chisholm Law Group, LLC, we know that planning for the future can feel overwhelming. That is why we are here to bring clarity to the process and help make informed decision-making easier. Our experienced team takes the time to understand your unique situation and provide tailored guidance in clear, straightforward terms. We believe every client deserves to feel confident about their choices when it comes to estate and trust planning.

Our goal is to help you protect your loved ones, reduce tax burdens and ensure your wishes are honored. Whether you have a modest estate or complex assets across borders, we’re here to guide you every step of the way. Contact our Bethesda office today at 844-991-1392 for a confidential consultation.

Most Americans don’t have a plan

A survey indicated that 60% of Americans lack a will or estate plan. Among millennials (ages 18-36), 78% do not have a will, and 64% of Generation Xers (ages 37-52) are without one.

These statistics highlight a significant gap in estate planning, especially among younger generations. Without a plan in place, individuals risk leaving their families vulnerable to legal complications, delays, and expenses. Establishing a will ensures that your wishes are honored and your loved ones are protected.

Source: AARP. (2024). Estate planning: What you need to know. Retrieved April 30, 2025, from https://www.aarp.org/money/estate-planning

Dedicated Services For Your Estate And Trust Planning Needs

We offer comprehensive planning solutions tailored to your unique life, family and financial situation. Our experienced attorneys can help you with:

  • Streamlined estate planning: We help you create essential documents like wills, powers of attorney and health care directives – efficiently and thoughtfully – so you can have peace of mind knowing everything is in place.
  • Reducing potential estate taxes: Strategic planning can significantly minimize estate and gift taxes. We use proven legal tools to preserve more of your wealth for the people and causes you care about.
  • Trusts for children and other beneficiaries: We draft customized trusts that protect and manage inheritances for young children, financially inexperienced heirs or family members with special considerations.
  • Advanced trust planning: From revocable living trusts to irrevocable asset protection trusts, we help you understand your options and create a plan that fits your goals, minimizes probate and secures your legacy.
  • Cross-border and international estate planning: Have assets or family overseas? We handle the complexities of international tax laws, treaties, and dual-jurisdiction estates to ensure your global estate plan is legally sound and tax-smart.

At Chisholm Law Group, LLC, our team is dedicated to walking alongside you through every step of your estate and trust planning journey. We understand that each client’s situation is unique, so we tailor our approach to meet your specific needs and goals.

Frequently Asked Questions

Discover answers to questions we regularly get asked.

Do I need an estate plan if I don’t have a lot of assets?

Yes—estate planning is about much more than wealth. It ensures that your wishes are followed, your loved ones are protected, and someone you trust is in charge if you’re ever unable to make decisions yourself. Even a basic plan with a will, power of attorney, and healthcare directive can prevent confusion, avoid unnecessary legal costs, and provide peace of mind for you and your family.

What’s the difference between a will and a trust?

A will is a legal document that outlines how you want your assets distributed after your death. It must go through probate, which can be time-consuming and public. A trust, on the other hand, can take effect during your lifetime, avoids probate, and provides greater privacy and flexibility. Trusts are also helpful for managing assets for minor children, protecting beneficiaries, or planning for incapacity. We’ll help you determine which approach—or combination—best fits your goals.

What’s the difference between a revocable and an irrevocable trust?

A revocable trust allows you to stay in control—you can change it, update it, or cancel it entirely. It’s a flexible tool for managing your estate and avoiding probate. An irrevocable trust generally can’t be changed once created, however they offer stronger asset protection for beneficiaries and potential tax benefits. Choosing the right type depends on your needs, goals, and comfort level, and we’re here to walk you through it.

How can estate planning reduce taxes?

Estate and gift taxes can significantly reduce the value of what you leave behind. Through strategic planning—like setting up certain types of irrevocable trusts, making gifts during your lifetime, or leveraging charitable giving—we can help reduce or eliminate these taxes. Proper tax planning can preserve more of your wealth for your family and future generations, while also aligning with your personal values and goals.

What Sets Us Apart From Other Estate Planning Lawyers

As an experienced estate planning law firm, we know that choosing the right legal partner is a crucial decision. Here is why families like yours have trusted us for their most important legal matters:

  • We make complex legal matters accessible and understandable.
  • We’re here to guide you, not confuse you.
  • Our deep experience in combining estate law, probate, trust administration and tax matters, means we know what it takes to get things done right the first time.
  • We’ve helped hundreds of families through estate planning, estate and trust administration, and tax compliance processes.
  • Whether the estate is simple or complex, every lawyer in our firm will make you feel supported every step of the way.
  • We handle the paperwork, deadlines and details, so you can focus on what really matters.

We strive to be more than just your legal advisers; we want to be your partners in securing your legacy. Let us show you how our unique approach can make a difference in your estate planning journey.

Talk To A Skilled Estate Lawyer Today

You’ve worked hard to build a life you love. Let Chisholm Law Group, LLC, help you protect it with a customized estate strategy. Contact our Maryland office today at 844-991-1392 or fill out our online form to schedule your confidential consultation.