If you want to diversify the types of trusts you have as part of your estate and ensure that some of your wealth goes to charities you support in Maryland, consider a charitable remainder trust (CRT). This financial instrument allows you to leave money to...
Plan For The Future With Confidence
Month: November 2021
Estate planning for new parents
Learning that you’re going to be a new parent is exciting!. One of the first things you will want to do is to plan for the future. Planning your Maryland estate should be one of your top priorities as you will want to make sure your child's future is secure. Create a...
Special needs planning: Learning what you don’t know to plan for
Residents of Lutherville and other parts of Maryland may want to know more about how to learn to plan for a special needs child. Feeling overwhelmed may be what is going on right now. Planning involves handling one thing at a time, as you did when you were going to...
What does a third-party special needs trust cover?
Special needs planning covers a lot of what many Maryland people with disabilities require. An example of special needs planning is a disabled person moving out on their own with government assistance. Another is getting a specialized van for transportation. Asset...
