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...]
Estate Planning – Something You Shouldn’t Do Yourself
It’s tempting to think that by taking the time to hand-write your Will or preparing... [Read more...]
Trusts: Common Myths and Misperceptions
A comprehensive estate plan will typically include a wide range of estate planning tools and... [Read more...]
Application of the Updated Life Expectancy Tables
Since the creation of Individual Retirement Accounts in 1971, they have become an increasingly important... [Read more...]
What Everyone Should Know about the New FDIC Regulations
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by... [Read more...]
Medicare and Medicaid – What Seniors Need to Know
Most people expect to rely on Medicare to cover healthcare expenses when they reach their... [Read more...]
State Income Taxation of Social Security Benefits
The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously... [Read more...]
What You Need to Know about a GRIT (Grantor Retained Income Trust)
Tax avoidance tools and strategies should be part of your estate plan to ensure that... [Read more...]
How Estate Planning for a Family May Trap the Unwary Practitioner
Attorneys have long advised entire families with respect to their estate planning. Ethics require attorneys... [Read more...]
Special Needs Trust: Do I Need One?
Do you have a child or other relative who has a physical, developmental, or intellectual... [Read more...]
Why Should I Use a Living Trust to Distribute My Estate?
Why Should I Use a Living Trust to Distribute My Estate? When you think about... [Read more...]
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