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There are various approached to protecting your assets from federal and Maryland estate taxes or other expenses. Learn about general strategies.

February 4, 2020

Look Out for Social Security Scams

Social Security fraud or scams have become big business for those engaged in this illicit activity. Here are some tips to help protect yourself or loved ones.
November 3, 2019

Taxes & Your Inheritance

A skilled estate planner can utilize trusts, properly timed gifts, insurance policies, and donations to minimize the taxes owed.
July 10, 2019

Potential Pitfall of Lending Parents Money

Most people want to help their parents as they age. However, and in addition to potential Medicaid penalties, there is a large risk many adult children do not consider when loaning their parents large sums for temporary financial support: the state may take the money instead of allowing them to be paid back.
March 28, 2019

Failing to Plan for Unforeseen Events Can Lead to Disaster

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?
March 22, 2019

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.
February 20, 2019

Social Security Disability (SSDI) vs. Supplemental Security Income (SSI)

According to the Social Security Administration, almost 1 in 3 young adults will require benefits before they reach retirement age.
January 15, 2019

An Overview of the Maryland Estate Tax

Like its Federal Counterpart, the Maryland Estate Tax (MET) is not collected from every estate passing assets through probate.
January 6, 2019

Other New Tax Provisions

This article summarizes several other changes made to the tax code in its first major overhaul since 1986.
December 27, 2018

IRS Changes for 2018 Taxes

The Internal Revenue Service (IRS) has announced important changes of tax-related provisions for 2018. Here's a summary.