Tips for Choosing a Fiduciary – Annapolis and Towson Estate Planning
Being a fiduciary is a time-intensive and intellectually challenging task to put upon an individual.
What Is Probate and How to Prepare for It? – Annapolis and Towson Estate Planning
We have all heard the term ‘probate.’ However, we may not be exactly sure what this means. It may sound daunting, but don’t be intimidated by the phrase.
What Estate Planning Documents Do You Need? – Annapolis and Towson Estate Planning
This year for the holidays, why not give yourself and your loved ones a little peace of mind?
How Blended Families Can Address Finances and Inheritance Issues – Annapolis and Towson Estate Planning
When you remarry, you’re not only combining residences with your new spouse, you’re also merging your finances. If you have children, it may involve some financial-related stress.
Will We Have to Pay Gift Taxes if We Give a Rental Property to Our Son? – Annapolis and Towson Estate Planning
How should we best do this, so that we avoid future gift taxes?
How Can I Upgrade My Estate Plan? – Annapolis and Towson Estate Planning
Everyone’s heard the stories of celebrities who died without a proper estate plan in place. It’s been a hot topic in the last few years with Prince and Aretha Franklin serving as unfortunate faces of the phenomenon. However, it’s not just freewheeling entertainers.
Do I Need a Beneficiary for my Checking Account? – Annapolis and Towson Estate Planning
Checking accounts don't necessarily require account holders to name a beneficiary.
Do Name Changes Need to Be Reflected in Estate Planning Documents? – Annapolis and Towson Estate Planning
The fact is people’s names often change. People get married and divorced or sometimes just legally change their names.
How Can Beneficiary Designations Wreck My Estate Plan? – Annapolis and Towson Estate Planning
Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure that your beneficiary designations are consistent with the rest of your estate plan.
Use A Dynasty Trust to Protect Your Wealth – Annapolis and Towson Estate Planning
Movie scenes where a deceased tycoon’s will is read to a roomful of shocked and bitter relatives make for great drama, but drama is the last thing anyone wants, when seeking to preserve an estate for future generations.