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Blog Posts
- Personal Representative’s Duties When it Comes to Taxes
- Can I Refuse the Job of Trustee?
- Do Millennials Need Estate Plans?
- RUFADAA Explained
- Is it Easy to Get Medicaid to Cover In-Home Care in Maryland?
- What are Pet Trusts?
- Can I Handwrite My Will in Maryland?
- Tax Trick Alert: How the IRS Just Shut Down a Big Tax Loophole!
- Debunking Common Estate Planning Misconceptions
- Avoiding Common Estate Planning Mistakes for Yacht Owners
- Celebrity Estate Planning Spotlights
- Trusts Aren’t Only for the Wealthy
- Tips for Selecting Beneficiaries and Trustees
- Hey Ray, I paid off my mortgage after my spouse died…
- Tax Reporting With Trusts
- Advantages of Using a “Grantor Trust” in Planning
- Use It Before It’s Gone
- Preparing for the Unexpected…and the Eventual
- Fair Isn’t Always Equal and Vice Versa
- Prior Designations
- Eligible Designated Beneficiaries
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Building Flexibility into Your Plan
- The Basics: “HIPAA” Powers
- The Basics: Powers of Attorney for Healthcare
- The Basics: Financial Power of Attorney
- Planning for Incapacity
- Whom Do You Want to Get Your Assets?
- Generational Wealth is Key to Leveling the Playing Field
- Biden Administration Could Reduce Estate Tax Exclusion
- Joint Tenancy Problems in Estate Planning
- Continuing the Charitable Theme
- Benefit Charity and Save Taxes Too
- Exciting news!!
- Have you considered a letter of wishes?
- Free Emergency Documents for Healthcare Workers
- The Pros and Cons of Probate
- Estate Planning Tips for Someone Who Is About to Go in for Major Surgery
- Can’t I just record my wishes on my smartphone?
- How to choose a Guardian for Yourself
- Estate Planning for Military Families
- 3 Liability Planning Tips for Physicians and Other Professionals
- Funding Is Important To Help Avoid Probate
- Traditional Asset Protection Plans