Many of my clients view charitable giving as a fundamental aspect of their identity and the legacy they wish to leave behind. As an estate planning attorney, I assist them in integrating their philanthropic aspirations into their estate plans, aiming to fulfill their objectives while capitalizing on … [Read more...]
How Does a Pour Over Will Fit into My Estate Plan?
Deciding to use a trust to distribute most or all their estate assets is a common choice my clients make as their assets and families grow. One thing I stress to clients when making the change to a trust for asset distribution is the importance of adding a “Pour Over Will” to their estate plans when … [Read more...]
Estate Planning When You Are a Single Parent
Most of the clients that I speak to acknowledge the general importance of having a comprehensive estate plan in place; however, those same people may not realize how their specific circumstances increase the importance of estate planning. For example, for my clients who are single parents, I often … [Read more...]
Estate Planning Steps to Take After the Death of Your Spouse
The nature of being an estate planning attorney means that I often work with clients who have recently lost their spouse. This is an emotionally challenging time and navigating the legal and practical issues that arise can feel overwhelming for someone whose spouse recently passed away. My goal is … [Read more...]
Gifting for Grandparents
Many of my clients are grandparents who want to include their grandchildren as beneficiaries in their estate plans. Often, they hope to pass down more than just the money and other assets they have accumulated over their lifetimes. They also hope to pass down their wisdom, beliefs, philosophies, and … [Read more...]
Estate Planning Myths That Can Undermine Your Plan
Creating a Well thought out estate plan is one of the most important steps you can take to protect your assets and loved ones. As an estate planning attorney, however, I have found that there are several common myths about estate planning that can lead to costly mistakes and undermine your overall … [Read more...]
Estate Planning for the Blended Family
Many of my clients are already part of a blended family or are contemplating the creation of a blended family. I stress to these clients that there are unique considerations involved in estate planning for blended families and thoughtful planning is essential to prevent misunderstandings, ensure all … [Read more...]
Essential Tips for Family Caregivers
Caring for a loved one is a profound act of compassion and devotion, yet it can also be incredibly demanding and emotionally taxing. A significant number of my clients are family caregivers, whether they are tending to aging parents, ailing spouses, or disabled children, who often find themselves … [Read more...]
Digital Estate Planning: What You Need to Know
In the age of technology, our lives are increasingly intertwined with digital assets. From social media profiles to cryptocurrency holdings, these digital assets have financial and sentimental value that should not be overlooked when creating an estate plan. Nevertheless, many people fail to include … [Read more...]
Co-Owning Property in Maryland: How You Title Jointly Owned Property Matters
When done properly, estate planning incorporates a wide range of tools and strategies that help you achieve several inter-related goals. Creating a successful estate plan, therefore, also requires you to consider more than just how you want your estate assets to be distributed after you are gone. … [Read more...]
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