Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent attorney regarding their reasons for structuring the plan the way that they have. Sometimes, other factors are at play and the plan doesn’t represent … [Read more...]
Common Probate Mistakes
Common probate mistakes are bound to plague you if you have a loved one who has passed away without a Will or a Trust. When a family member passes away, a period of mourning and heightened emotions typically follows. For the Executor of the Estate, or Personal Representative as it’s referred to in … [Read more...]
How to Safely Store Your Estate Planning Documents
Creating a good estate plan is one of the most powerful gifts you can give yourself and your loved ones. Once you have created that plan, however, keeping it safe and making sure the documents that comprise that plan are accessible are equally important. We the Owings Mills estate planning attorney … [Read more...]
Understanding Tax Apportionment Clauses
Many individuals mistakenly believe that they need a large estate before concerning themselves with taxes at their death. While the Federal government does not impose taxes until an estate exceeds the Applicable Exclusion Amount, it’s important to the role that state estate and inheritance tax play, … [Read more...]
How Do I Title Thee…Part 1
We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important part of Estate Planning, thinking of the documents as the starting point for an Estate Plan skips … [Read more...]
What Makes a Will or Trust Invalid
Clients often worry about the execution of their plan after death. Sometimes, individuals fail to see their complicity in the destruction of their plan. Numerous ways exist to invalidate an Estate Plan. A qualified Estate Planning attorney takes safeguards to protect the plan. Read on to learn more. … [Read more...]
The Toll of Serving as Fiduciary
Estate Planning attorneys balance competing interests when helping clients decide who they should name as personal representative and trustee. Some of the factors that a client needs to consider are the nominee’s responsibility, financial savvy, and temperament. These factors influence the … [Read more...]
Estate Planning Considerations When You Divorce
Going through a divorce can be emotionally, financially, and even physically exhausting. Often, the strong emotions experienced during the divorce process make it easy to overlook the practical consequences of the divorce itself. With that in mind, I explain the estate planning considerations … [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 what happens when that beneficiary or any other tries to have the estate plan or portions thereof overturned. An “in terrorem” or “no contest” clause usually acts as a … [Read more...]
Is Retiring Early a Wise Decision?
Social Security retirement benefits play a significant role in retirement budget planning for many people. If you are one of those, you may be wondering at what age you should retire and start accepting your benefits. Whether you choose early, on time, or late retirement will likely impact your … [Read more...]
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