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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.

April 16, 2020

Reasons to Create an Estate Plan Now vs. Later

Have you ever said or overheard someone else say I do not need a Will, Power of Attorney or Advance Care Directive? By not engaging in estate planning you are allowing laws enacted by the legislature to make your decisions.
March 14, 2020

Having the Talk: Share Your Estate Plan With Your Family

Because “the talk” involves not one but two things we’re often uncomfortable discussing – money and death – many of us put it off or never have it at all, and that’s a mistake.  Making your expectations clear can help your heirs to avert a good deal of discord, or even litigation, after you’re gone.
June 6, 2019

Fluid Estate Planning for Changes in Life Circumstances

Your estate plan needs to change with life events. Divorce, marriage, and having children are some of the few things that truly can affect every aspect of your life.
May 20, 2019

Navigating the Medicaid Minefield

What you don't know about Medicaid can cost you and your loved ones. Here are some common traps that can be avoided with planning and help of a knowledgeable elder law attorney.
April 4, 2019

Debt After Death

Some of the most frequently asked questions in the estate-planning field are about debt and what happens to it after you die.
March 22, 2019

Using Immediate Annuities to “Spend Down” for Medicaid

To qualify for Medicaid, a Federal program wherein the government pays a portion if not all of an elderly patient’s long-term care costs, an applicant cannot own more than $2,500 in countable assets.
January 17, 2019

The Importance of Reviewing Assets & Estate Planning Documents Post-Divorce

Are you divorced or in the middle of a divorce proceeding? If so, you should review your estate planning documents, ownership titles on your assets and named beneficiaries.
January 6, 2019

Special & Supplemental Needs Trusts and Government Benefits

Understanding Supplemental and Special Needs Trusts is the first step to ensuring future financial stability for any loved ones receiving disability benefits from the government.
December 6, 2018

Statistics & Risks of Elder Abuse

According to the National Council on Aging, approximately 1 in 10 Americans over the age of 60 have experienced some form of elder abuse, and of the nearly 5 million cases each year, only 7% are ever even reported to the police.