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Sagamore Wealth FinancialDivider

10451 Mill Run Circle
Suite 400
Owings Mills, Maryland 21117
(410) 526-0006

Estate Planning Strategies

The ultimate opportunity to tap into the breadth and width of legacy preparations for future generations. Do I have an advance health care directive? Whom will I appoint as a Durable Power of Attorney? Will I select the same individual as a Power of Attorney for healthcare decisions should I become unable to speak for myself? We must all face the realities of aging. Preparation and guidance makes the unknown manageable.

Estate planning strategies to give some thought:

  • Trusts
  • Long-term-care insurance
  • Life insurance
  • Planned giving
  • Endowment and foundation services