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Estate Planning

Serving Frederick & Montgomery Counties,and the surrounding Maryland communities

Estate Planning Services

Mr. Robbins' firm is a full-service CPA organization, with a number of specialities including estate planning.

Mr. Robbins' Estate Planning Philosophy:

Mr. Robbins arranges wealth transfers to maximize the financial well being of each client and for the client's survivors. He seeks to counsel clients wisely regarding the effective and economical organization and disposition of their wealth by diligently working to define, refine and achieve his clients' goals.

In general, Mr. Robbins serves as his clients' first line of defense against paying substantial trust, estate, gift and generation-skipping transfer taxes through comprehensive or segmented estate planning. He prepares health-care decision-making tools (living wills), plans for special needs and facilitates the distribution of substantial financial and other gifts to clients' family members, charitable organizations and other entities.

Mr. Robbins' Estate Planning Practice Includes the Following Specific Areas

  • Federal, multistate & multinational estate planning
  • Asset protection & family business succession planning
  • Preparation of fiduciary (Form 1041) and estate tax (Form 706) returns

Maryland Estate Planning

estate planning Rockville MD

Estate Planning Potomac MD

Tax Law & CPA professional Potomac MD
Tax Expert & Accounting Experience

Experience You Can Depend On...

Expert in Tax Issues - Get the RIGHT HELP
for All Your Tax Services
Master of Laws in Taxation,
Experienced accounting services. Learn more now about Accounting/Tax Services

business planning Rockville MD
Business Planning

You Need Experience...

The preparation and filing of legal documents necessary in the establishment and operation of a business is time consuming and requires experience. Professinal tax planning and preparation services.

Financial Planning Specialist Certificed, Potomac MD
Financial Planning

Chartered Global Management Accounting

In the purest sense, financial planning is, quite simply, cash flow planning. Learn About Our Financial Planning Services.


We offer individuals and businesses a wide range of professional services.

Tax Planning

Helping clients prepare better for the future year to avoid mistakes and to take advantage of every tax break they are legally able to use.

Estate Planning

Counsels clients wisely regarding the effective and economical organization and disposition of their wealth.

Seminars For Future Attorneys

Learn how to succeed in law school, in their future legal careers and help them in non-legal careers after law school.

Providing excellent service means taking the time to listen. Mr. Robbins will work with you every step of the way to make sure you receive the services you need.