As more and more individuals get comfortable in the digital world, Estate Planning has changed... [Read more...]
What You Need to Know about Long-Term Care Insurance
Planning for long-term care is an important component of a comprehensive estate plan. The high... [Read more...]
Double Your Gifting with Spousal Gift-Splitting
As you plan your strategy for 2022, it’s important to consider gifting, including spousal gifts.... [Read more...]
Maryland Medicaid Estate Recovery Program: Understanding What It All Means
The longer you live, the more likely it becomes that you, or your spouse, will... [Read more...]
The Evolution of our Unified Estate and Gift Tax System
Many individuals think that if their estate is below a certain amount that they need... [Read more...]
Using Entities in Estate Planning
More and more families own property, assets, and businesses together. Using an entity to govern... [Read more...]
Intentionally Defective Grantor Trust: Why Create One?
One of the many estate planning tools used to protect and manage assets is a... [Read more...]
The Sky Isn’t Falling
When we learned of the original provisions in the Build Back Better Act, many individuals... [Read more...]
Irrevocable Life Insurance Trust: Including This In My Estate Plan
A trust is a common addition to the average estate plan. If you decide to... [Read more...]
Practical Lessons in Drafting
Individuals who undertake Estate Planning want to ensure that their plan works the way it’s... [Read more...]
It’s Better to Give Than to Receive
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the... [Read more...]
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