Why Do I Need a Will? – Annapolis and Towson Estate Planning
If you die without a will, you die “intestate” and your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.
Can I Add Children’s Names to my House Deed? – Annapolis and Towson Estate Planning
It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
Is Life insurance a Good Idea? – Annapolis and Towson Estate Planning
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn't even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
Should I have a Charitable Trust in My Estate Plan? – Annapolis and Towson Estate Planning
A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with certain tax benefits to help you minimize what you might owe to the government.
When Can Estate Assets Be Distributed? – Annapolis and Towson Estate Planning
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
Is a Bypass Trust Necessary? – Annapolis and Towson Estate Planning
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
Can Estate Planning Reduce Taxes? – Annapolis and Towson Estate Planning
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
What Can a Trust Do for Me and My Family? – Annapolis and Towson Estate Planning
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
How Do You Pass Down a Vacation Home? – Annapolis and Towson Estate Planning
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
Can You Get a Tax Deduction for Giving a Gift? – Annapolis and Towson Estate Planning
In terms of federal tax law changes, the last year had much ado but little change.
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