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Estate planning is a gift to your family & loved ones. Planning ahead puts you in control of your choices!

April 16, 2020
Reasons to Create an Estate Plan Now

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

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

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 1, 2019
Alzheimer’s Preparation

Alzheimer’s Preparation

The Alzheimer’s Association currently estimates about 11% of those over the age of 65 have Alzheimer’s and that number is expected to triple by 2050. Yet, many people have not given any thought to how they would care for themselves or a loved one when faced with this disease.
April 30, 2019
Aging at Home

Aging at Home

A 2015 AARP survey found nearly 90% of people age 65 plan or desire to live in and age in place at home as long as possible. But staying there is not always easy or feasible as we age.
April 4, 2019
Debt After Death

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 28, 2019
Estate Planning Disasters

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 23, 2019
Alzheimer’s Preparation

Warning Signs of Cognitive Decline

Cognitive Decline is something we consider when working with our clients in the matters of Elder Law, Estate Planning, Medical Assistance (Medicaid), Guardianship, Asset Preservation and Fiduciary Representation. Let us help you minimize your stress and be prepared to handle a changing situation.
February 24, 2019
Choosing a Beneficiary

Choosing a Beneficiary

Planning for a future after you die is never fun, but it is one of the best ways we can protect and help the ones we love. Selecting the correct beneficiaries of your estate is a task nobody relishes, but it is nonetheless important.
December 6, 2018
Elder Abuse

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.
November 20, 2018
Estate Planning in Towson

Expanded 529 Plans

While experts have and will continue to debate the benefits and costs of the 2017 tax reform for consumers, one clear benefit is the expansion of benefits from the use of a 529 Education Savings Account.
May 18, 2015
The Pros & Cons of Co-Owned Accounts

The Pros & Cons of Co-Owned Accounts (JTWROS)

This article specifically addresses the Pros and Cons of accounts that are titled ‘Joint Tenant with Rights of Survivorship’, (JTWROS). An account, titled in two or more persons’ names that have rights of survivorship, is jointly owned by those individuals.
December 18, 2014
Duties of an Executor

A Single-Minded Approach: Estate Planning for the Unmarried

With no family to provide for, many singles may feel that having a plan isn’t a necessity. However, the truth is that estate planning for single individuals is just as important, and sometimes more complex, than planning for married couples.
November 14, 2014
Hospice Care—Choosing Wisely

Hospice Care—Choosing Wisely

Among its many attributes, Baltimore is one of the nation’s leaders in medicine. This reputation for high-quality health care extends to Baltimore’s hospice care providers as well. However, as detailed by a recent series of Washington Post articles, that experience is not universal.
October 13, 2014
The Highs & Lows of the Home Health Care Sector

The Highs & Lows of the Home Health Care Sector

As baby boomers approach and live past retirement age it is no surprise that significant demands will be placed on every industry associated with caring for the elderly.
June 11, 2014
Legal Services in Towson, MD

Nursing Home Admission Agreements

Nursing homes require a written “Admissions Agreement.” This is a complex and binding contract typically signed before admission occurs.
April 24, 2014
Preventing Elder Abuse

Preventing Elder Abuse

Elder abuse can take many forms. These include direct physical, emotional, or sexual abuse and indirect abuse such as neglect, abandonment, and exploitation.
August 26, 2013
Estate Planning in Towson, MD

Estate Planning Lessons From The Boss

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.
July 9, 2013
Recognizing Senior Financial Abuse

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.
October 15, 2012
Advance Health Care Directive

Do I Really Need an Advance Health Care Directive?

Without an AHCD document, decisions may be determined in court through a guardianship case if you are no longer able to do so, a scenario most people try to avoid.
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