Trusts

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A trust is a written document that creates an asset holding entity for the benefit of someone or something. Trusts are generally created while the Grantor is alive, or by the means of the person’s estate plan.

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.
October 15, 2019
Estate Planning Documents

What is a Trust?

A trust is a written document that creates a relationship between persons. The grantor or settlor is the person who creates the trust. The terms of the trust are set forth in the document.
March 21, 2019
Understanding Contract Provisions as a Component of an Estate Plan

What is a Revocable Living Trust?

A Living Trust is one established while the grantor is still alive. A Revocable Trust means the grantor can amend the documents as long as they are mentally competent.
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.
January 6, 2019
Special & Supplemental Needs Trusts

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.
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.
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