Asset Preservation

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There are various approaches to preserving assets from being negatively impacted by tax matters including federal and Maryland estate taxes. Learn about some general strategies.

March 22, 2019
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Common Medicare Scams

Despite the best efforts of the Centers for Medicare & Medicaid Services, recipients of both programs are frequently the targets of various identity theft schemes. Let's review some important tips to be aware of to protect seniors.
April 17, 2015
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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. Though, some assets avoid the probate process altogether depending on how the property is titled.
July 16, 2014
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“Boomers won’t be unloading their stocks”

Baby boomers are beginning to retire. The boomers created more wealth, which in lieu of banks, was invested in stocks. How they hold or sell their investment portfolios will impact the marketplace for years if not decades.
July 9, 2013
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Recognizing Senior Financial Abuse

Senior financial abuse is increasing every year. The abuse can come from family members, friends, care facilities, financial institutions and of course strangers.
March 28, 2012
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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?