Estate planning, we'll make it stress-free. Call Now (301) 396-7576

  • By: Higher Ground Legal
  • Published: March 27, 2024
A pen on paper with the words

When it comes to planning your estate, minimizing tax losses, or planning for your retirement, Marylanders can all too easily find themselves getting handed from attorney to CPA to financial planner in an endless cycle, with each offering an incomplete, or worse, incorrect, picture of the entire process. Luckily, they won’t have to anymore because Higher Ground Legal has a unique three-pronged strategy. We will:

  • Provide sound legal guidance and estate planning services while also
  • Offering tax optimization and minimization guidance to help you keep and pass on your wealth,
  • And help you manage the risks involved with retirement and plan accordingly.

What Are The Benefits Of Working With A Firm That Combines Estate, Retirement And Tax Planning?

A frequent source of frustration among many aging Marylanders occurs when they get the runaround from their current circle of advisors…

  • First, they will talk to their financial advisor and ask him a question. He says he cannot give tax advice. He might even have a disclaimer in his email saying he does not give any tax advice.
  • So they go to their accountant and ask them the same question. However, the CPA says that they do not know because they are not an attorney.
  • Last, they go to an attorney and ask her, and the attorney says, “I don’t know. I’m not a financial advisor.”

They find themselves going in circles without ever getting a proper answer. That is what sets our firm apart, and one of the things that our clients deeply value about our firm. Here, you can get the answer to any question you might have.

How Do We Provide All Three Perspectives Within A Single Law Firm?

We have a diverse and highly qualified staff with experience in retirement planning, estate planning, tax planning, and strategic tax planning for the long term. We handle it all while staying firmly grounded in what matters most to you.

If you already have other advisors like financial advisors, attorneys, a CPA, and so on, you can certainly keep those and work with us at the same time. We do not ask or require that you do everything with us, but having a firm that knows the answer to all these questions can be exceptionally helpful.

This is especially important on the tax planning side. People in Maryland and beyond assume that a CPA or accountant is the ideal person to help them with tax planning, but that is often entirely untrue.  CPAs and accountants identify issues and the taxes that you owe, but most CPAs and accountants do not have the knowledge, experience, or interest in offering you strategic long-term plans to minimize your taxes, even less so for the taxes on your kids’ inheritance.

That is what we do. That is what makes us different.

An Approach Like No One Else’s To Get You The Most Out Of Your Estate Planning Strategy?

The biggest danger to any retirement plan or estate plan is failing to properly handle risk, fees, and taxes.

We want to minimize or eliminate those as much as possible at every step of the process. It is pointless to minimize risk if you end up walloped with massive taxes, just as it is futile to develop elaborate tax minimization strategies that leave you and your loved ones incredibly vulnerable to market risks.

But we also stand out for our personalized approach. We pride ourselves on our radical accessibility. When you hire us to do work for you, you will have the personal cell phone number of the attorney who is helping you. We answer calls diligently, talking when possible, and replying by message when not, because we value the personal connections and long-term relationships that are at the core of our success, and we know communication and responsiveness are key to maintaining and building that strength.

For more information on The Benefits Of Working With Higher Ground Legal, an initial consultation is your next best step. Get the information and legal answers you are seeking by calling (301) 396-7576 today.

Image of Attorney Daniel Razvi, Esq.

Daniel Razvi is a versatile Maryland attorney focused on providing tax and risk-optimized estate planning services. Attorney Razvi brings considerable experience and a unique perspective to the field of estate planning thanks to his comprehensive approach, which includes retirement planning, estate planning, and tax optimization.

For comprehensive and strategic insights into the field of Maryland Estate planning, connect with lawyer Daniel Razvi and his law firm, Higher Ground Legal.

Call Now (301) 396-7576

Accessibility Accessibility
× Accessibility Menu CTRL+U