Probate

June 16, 2019
Concept photo of Estate Planning in Towson, MD

Reasons to Create an Estate Plan Now

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.
September 1, 2015
Concept photo of Estate Planning for Real Estate Assets in Towson, MD

Life Estate Deeds Advantages & Disadvantages

Today, it is possible to re-title the ownership of many assets by adding a beneficiary. When the asset is real property, for example your house, this occurs through the use of a life estate deed.
May 18, 2015
Concept photo of Estate Planning in Towson, MD

The Pros and Cons of Co-Owned Accounts

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.
April 17, 2015
Concept photo of Estate Planning for Real Estate Assets in Towson, MD

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.
August 26, 2013
Concept photo of 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.
Contact