A Commitment Born from Service
My path to estate planning law began with two decades of federal service focused on international trade and national security policy. I dedicated my career to developing and implementing policies that strengthened America's economic position globally while protecting our national interests. During my time as a legislative fellow in the House of Representatives, I gained valuable experience in complex legislation and witnessed firsthand how thoughtful planning, careful attention to detail, and strategic thinking can create lasting positive change.
My extensive work in international trade taught me that the most effective solutions come from understanding intricate systems, anticipating challenges, and building frameworks that protect what matters most. Whether analyzing trade agreements or developing security policies, success required the same skills that make for excellent estate planning: careful analysis, strategic thinking, and meticulous attention to detail.
My experiences have taught me that true service means empowering others to build secure futures. When I transitioned to legal practice, I realized that estate planning offers the same opportunity—helping individuals and families create comprehensive plans that protect their loved ones and reflect their deepest values, using the same strategic thinking and attention to detail that shaped my years in federal service.
How We're Different: A New Approach to Estate Planning
Traditional estate planning firms often treat your plan as a one-time transaction. I believe your estate plan should be a living, breathing part of your life that grows and changes with you.
Here's how we do things differently:
No Hourly Billing - Ever
Everything we do is billed on a flat fee basis, agreed to in advance. You'll know exactly what your estate plan will cost before we begin, with no surprises or unexpected bills. After our initial consultation, you'll even be able to choose your own fee based on what works best for your situation.
Dedicated Support
You have access to me. If you need to speak with me directly about something complex, we'll schedule a focused call where we're both prepared—no phone tag.
Ongoing Relationship, Not One-Time Transaction
While other firms consider your plan "done" when you sign documents, we see that as just the beginning of our relationship. At no additional charge, we review your plan at least every three years to ensure it still meets your needs as your life changes.
Your Legacy Deserves Protection
Estate planning isn't just about documents—it's about ensuring your life's work and values live on to benefit the people you care about most. At Bona Fide Estates, LLC, I help Maryland families navigate the complexities of estate planning with clarity, compassion, and expertise.
Who We Serve Best
Our approach is the perfect fit for Maryland families who:
- Want more than just documents—they want a comprehensive legacy plan
- Value ongoing relationships and lifetime support
- Prefer transparent, predictable pricing
- Want to pass on more than money to their loved ones
- Seek to keep their families out of court and out of conflict
We work with:
- Young families establishing their first estate plans
- Parents planning for children's futures and guardianship needs
- Business owners protecting their enterprises and planning succession
- Retirees optimizing their legacy and tax planning strategies
- Families with complex situations requiring ongoing guidance
Legacy Planning Beyond Money
We don't just focus on passing financial assets—we help you pass on your complete legacy. Through our Legacy Interviews, we guide you in sharing your intellectual, spiritual, and human assets with your family. Your stories, values, and wisdom become part of your estate plan, creating a meaningful connection between generations.
Accessible Estate Planning for Every Maryland Family
I founded my practice on a simple principle: comprehensive estate planning shouldn't be reserved for the wealthy. Every Maryland family—whether you're starting out, building wealth, or planning retirement—deserves professional guidance to protect what matters most.