What If Account has No Named Beneficiary? – Annapolis and Towson Estate Planning
My wife died and left a bank account with no beneficiary. The bank tells me I have to go through probate. I inherited everything else. What do I have to do?
What Do Elder Law Attorneys Do? – Annapolis and Towson Estate Planning
Elder law attorneys can help with a long list of legal matters that seniors often face…
How can I Revoke an Irrevocable Trust? – Annapolis and Towson Estate Planning
I feel I was taken advantage of to the tune of $3,500, when I set up a trust.
What are the Big Tax Penalties to Avoid in Retirement? – Annapolis and Towson Estate Planning
Protecting a nest egg is tough enough. Don't make the situation far worse.
What Should I Do when Spouse Dies? – Annapolis and Towson Estate Planning
While no one is ever ready to lose a loved one, proper planning in advance of a loss may help ensure that finances may be one less concern during such a trying time.
Does Living Trust Help with Probate and Inheritance Taxes? – Annapolis and Towson Estate Planning
I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?
Get Estate Plan in Order, If Spouse Is Dying from a Terminal Illness – Annapolis and Towson Estate Planning
Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
The Difference between Power of Attorney and Guardianship for Elderly Parents – Annapolis and Towson Estate Planning
The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
How to Be an Effective Advocate for Elderly Parents – Annapolis and Towson Estate Planning
As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, is advocate, as we ensure the best life possible for our loved ones when they are vulnerable.
How to Tell If Mom or Dad Need Caregiving Help – Annapolis and Towson Estate Planning
When you are visiting family members, you have an opportunity to evaluate how they're doing in terms of health, safety and quality of life. Any of these five red flags may indicate that your loved one needs more support.