What Happens If You Fail to Submit a Change of Beneficiary Form? – Annapolis and Towson Estate Planning
The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.
How Much Power Does an Executor Have? – Annapolis and Towson Estate Planning
There are continuing misconceptions regarding what powers are held by a personal representative and when he can exercise them.
Estate Planning Actions to Consider before 2020 Ends – Annapolis and Towson Estate Planning
If you have not already been inundated with invitations to webinars, articles and newsletters regarding estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
Can I Fund a Trust with Life Insurance? – Annapolis and Towson Estate Planning
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
What Estate Planning Documents Do I Need for a Happy Retirement? – Annapolis and Towson Estate Planning
Most people can't wait for retirement, and even more would likely opt for some form of early retirement, if they had the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.
State Laws Have an Impact on Your Estate – Annapolis and Towson Estate Planning
I am a resident of Florida. I would like to leave my condo in Florida to my friend’s daughter, who I consider my stepdaughter, after my death. She is a resident of New Jersey and they would use the condo as a vacation home. Will she be considered my daughter for tax purposes, and which state’s tax laws will count?
Trusts: The Swiss Army Knife of Estate Planning – Annapolis and Towson Estate Planning
We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.
How Do I Handle Inheritance? – Annapolis and Towson Estate Planning
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
What Does Pandemic Estate Planning Look Like? – Annapolis and Towson Estate Planning
The coronavirus pandemic has certainly caused havoc and concern for many people, particularly in regard to their health and their finances — and these two areas intersect in estate planning. So, if you haven’t drawn up your estate plans yet, or you think they may need to be revised, now may be a good time to act.”
How Do I Incorporate Cryptocurrency into My Estate Planning? – Annapolis and Towson Estate Planning
Bitcoin has gone in value from less than one cent in 2010 to a high of $20,000 in 2017, to a value at the end of July 2020 of nearly $11,000. Now the U.S. Congress is holding hearings on the digitization of the dollar, so cryptocurrency has become an increasingly important financial tool for individuals and businesses.
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