Estate Planning attorneys balance competing interests when helping clients decide who they should name as... [Read more...]
Estate Planning Considerations When You Divorce
Going through a divorce can be emotionally, financially, and even physically exhausting. Often, the strong... [Read more...]
What an In Terrerem Clause Can Do for You
Estate Planning practitioners field questions regarding disinheriting beneficiaries regularly. The second question often relates to... [Read more...]
Is Retiring Early a Wise Decision?
Social Security retirement benefits play a significant role in retirement budget planning for many people.... [Read more...]
Business Succession Planning May Be Easier than You Think
Many Estate Planning attorneys shy away from business succession planning, but if you approach it... [Read more...]
The Power in Powers of Appointment
Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning... [Read more...]
Application of the Transfer for Value Rule to the Sale of Life Insurance
Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must... [Read more...]
What Estate of Marion Levine Means for Life Insurance
Life insurance has long been part of Estate Plans, whether used to ensure liquidity for... [Read more...]
Probate Avoidance: Why It Should Be One of Your Estate Planning Goals
When you create or update your estate plan, you will likely consider several goals. Along... [Read more...]
Let’s Talk about Trusts…and Taxation
Estate planning attorneys need to understand and explain taxation of trusts in order to properly... [Read more...]
Just When You Thought You Understood the 10-Year Rule, Think Again
IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
What Does It Mean to Prepare an Estate Accounting?
Acting as the Executor of an estate, or Personal Representative as it’s called in Maryland,... [Read more...]
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