Estate planning

Going through the estate planning process in Maryland is essential to ensure your wishes are completed in association with the distribution of your property. To do so, you'll need to closely examine all of your property and assets to come up with a plan meeting your...

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...

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 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...

A special needs trust is a special type of estate planning document designed to help special needs individuals. It's created specifically for those who have special needs, such as disabilities and mental impairments, that hinder their ability to work or save money....

Most people in Maryland create an estate plan so that their wealth can go where they want it to go after they die. For many people, that’s to family members whom they care about. Here are some tips to increase the odds that the money you leave your loved ones won’t be...

Probate could take more time than heirs expected, leaving many waiting for funds that could cover significant life expenses. Estate planners may worry about how much time, cost, and stress might burden beneficiaries, so they could explore transfer on death (TOD)...

If you're creating a will, it may be beneficial to meet with an estate attorney and accountant to sort through complicated estate planning issues. You want to make sure your family benefits from your estate rather than losing property to taxes or estranged relatives....

Blended families are becoming more common in Maryland and across the United States, which is creating some new concerns when it comes to certain issues. For example, estate planning is more complicated for blended families than for traditional ones. Thinking through...

Creating a will is one part of the estate planning process and is often considered the most important part of getting your affairs in order. When someone dies with a will in place, it is assumed that the estate plan documents will be able to settle any disputes that...