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?
How Does Power of Attorney Work? – Annapolis and Towson Estate Planning
For many families with elderly people or engaged in estate planning, power of attorney is essential, especially if the elderly person’s mental abilities are compromised. Having someone who can take care of legal and financial matters can make this part of life far easier. However, power of attorney is a sweeping grant of authority.
Before They’re Gone—Estate Planning Strategies – Annapolis and Towson Estate Planning
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
What is a ‘Property Trust’? – Annapolis and Towson Estate Planning
Trusts are useful financial tools, often used for the purpose of planning an estate. A trust is essentially a legal framework into which ownership of assets can be placed. These assets can include financial products like stocks and bonds, or it can include real physical property, like land, jewelry or vehicles.
How Can I Pass Wealth to My Children and Grandchildren? – Annapolis and Towson Estate Planning
Inherited assets come with benefits, along with some burdens
Why Do People Give to Charities at End of Year? – Annapolis and Towson Estate Planning
With a draft bill from the House Ways and Means Committee on the table, all signs suggest that higher income taxes could be right around the corner. How they will affect charitable giving remains to be seen.
Do You Need a Revocable or Irrevocable Trust? – Annapolis and Towson Estate Planning
On the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
What Is “Income in Respect of Decedent?” – Annapolis and Towson Estate Planning
When a loved one passes away, it can be an emotional experience. Unfortunately, handling the deceased’s finances can add to this stress.
What is the Difference between a Trust and a Will? – Annapolis and Towson Estate Planning
No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust.
Why Do Families Fail when Transferring Wealth? – Annapolis and Towson Estate Planning
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
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