Estate Tax

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Estate and “death tax” planning must be undertaken in a way that also educates the client. In this way, the client understands the applicable laws, how those laws will impact their ultimate goals or how they may lower, or increase the potential taxes occasioned at death.

November 3, 2019
Taxes & Your Inheritance

Taxes & Your Inheritance

A skilled estate planner can utilize trusts, properly timed gifts, insurance policies, and donations to minimize the taxes owed.
January 15, 2019
Fiduciary Representation in Towson

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.
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