Estate Planning Services in Rockville

Estate Planning FAQ

Planning your estate can feel overwhelming at first, but understanding the basics can help you make informed decisions. Below are some frequently asked questions we receive from clients in Rockville and throughout Montgomery County about estate planning and how our firm can help.

What Happens If I Die Without a Will in Maryland?

If you pass away without a valid will, your estate will be distributed according to Maryland’s intestacy laws. This means the state determines who inherits your property—often starting with your closest living relatives. Without a will, you also lose the ability to name guardians for minor children or make specific gifts. Creating a will ensures your voice is heard and your wishes are honored.

How Often Should I Update My Estate Plan?

You should review your estate plan every few years, or anytime you experience a significant life change such as marriage, divorce, the birth of a child, or a major financial shift. Changes in Maryland law can also affect how your estate plan operates, making periodic updates an important part of keeping your plan effective.

Do I Need Both a Will and a Trust?

Not everyone needs both, but many people benefit from having them work together. A will covers property that passes through probate, while a trust can manage assets outside of probate, providing greater privacy and potentially reducing delays. An attorney can help you decide whether a trust aligns with your goals and financial situation.

Can I Name More Than One Person as My Power of Attorney?

Yes, you can appoint multiple people to act as your powers of attorney. You can also specify whether they must make decisions jointly or independently. It’s important to choose individuals who are trustworthy, responsible, and capable of handling financial or legal matters in your best interest.

What Is the Difference Between an Advance Directive & a Living Will?

In Maryland, an advance directive is a broader document that includes both your healthcare instructions (similar to a living will) and the appointment of a healthcare agent who can make medical decisions for you if you cannot. Having this document in place can help relieve your loved ones of the burden of making difficult decisions during a crisis.

How Does Probate Work in Maryland?

Probate is the legal process of validating a will, paying debts, and distributing assets to beneficiaries. In Maryland, the complexity and duration of probate depend on the size and structure of your estate. A well-prepared estate plan can simplify or even avoid probate altogether, saving your family time and stress.

Is Estate Planning Only for Older Adults or Wealthy Individuals?

No. Estate planning is important for anyone who wants to protect their assets, plan for incapacity, or ensure their loved ones are cared for. Whether you are starting a family, buying your first home, or preparing for retirement, an estate plan offers peace of mind at every stage of life.

How Can Bortmes Legal Services, LLC Help with My Estate Planning Needs?

Our Rockville estate planning attorneys provide personalized guidance for individuals and families in Montgomery County. We listen to your goals, explain your options clearly, and prepare legally sound documents tailored to your circumstances. Whether you’re creating your first will or updating an existing trust, we make the process straightforward and supportive.