Asset Preservation

April 17, 2015
Estate Planning for Real Estate Assets in Towson, MD

Ownership of Assets

There is a common misconception that all real and personal property will pass through an individual’s estate upon his or her death.
July 16, 2014
Estate Planning for Stocks in Towson, MD

“Boomers won’t be unloading their stocks”

Of the 314 million people who live in the United States, 76 million or nearly 25 percent were born between 1945 and 1964. Baby boomers are beginning to retire. The boomers created more wealth, which
March 28, 2012
Failing to Plan is Planning to Fail

Failing to Plan is Planning to Fail

Disasters cannot be predicted but, they occur in everyday life. The question you must ask yourself is, are your affairs in order should you experience a disastrous event?