Wills

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In Maryland, a “Will” is a written document taking effect at your death with instructions specifying the management & distribution of your estate.

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.
January 15, 2020
Probate

Save Your Estate for Your Heirs: Avoid These Probate Issues

Almost every estate must go through probate. It is potentially a very complicated legal process, and an attorney should be involved in any estate planning activities.
November 24, 2019
12 Simple Steps to Creating an Estate Plan

12 Simple Steps to Creating an Estate Plan

There are many decisions to be made and complex tax laws to consider as you’re making a plan for your estate.
September 26, 2019

The Last Step of Your Estate Planning

It does not matter how much forethought you put into distributing your assets, or how expensive it was to draft your will or trust if the people bound by these documents do not know what they contain, or potentially that they even exist.
September 21, 2019
Last Will & Testament

What is a Will & Why is It Important?

A Last Will and Testament (“will”) is always a written document, which among other things directs the disposition of your assets after death.
September 5, 2019
Estate Planning & Divorce

Estate Planning & Divorce

Not taking appropriate actions after divorce can lead to problems ranging from having the wrong person making your medical care decisions to them receiving the payout of an insurance policy.
August 10, 2019
What Happens If You Die Without a Will?

What Happens If You Die Without a Will?

A person who dies without leaving a valid Last Will & Testament (Will) is said to have died intestate. This can cause serious headaches with the administration of their estate. Wills contain several important pieces
August 1, 2019
Estate Planning in Towson, MD

Make Reviewing Your Estate Plan an Annual Event

Estate planning is all about five essential documents. Documents drafted 30, 20, or even 10 years ago may need updating. Major life events such as marriage, the birth of children, or starting a new business, all have serious estate planning considerations.
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 27, 2019
Estate Planning Documents

You Can’t Rely on One Document to Do Everything

One of the most common estate planning mistakes involves relying solely on one document such as a Power of Attorney or Last Will & Testament.
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 17, 2019
The Importance of Reviewing Assets & Estate Planning Documents Post-Divorce

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 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.
August 20, 2018
Estate Planning Lessons from Aretha Franklin’s Death

Estate Planning Lessons from Aretha Franklin’s Death

Aretha Franklin died intestate (without a will). Now what? What should she have done? What lessons can you & your family learn from this situation?
February 9, 2018
Understanding Contract Provisions as a Component of an Estate Plan

Understanding Contract Provisions as a Component of an Estate Plan

Reviewing contracts that control our accounts and asking questions about those agreements has become a necessary component of estate planning.
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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