Big Mistakes in Planning for Retirement – Annapolis and Towson Estate Planning
You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.
Protecting the Financial Future of Children with Special Needs – Annapolis and Towson Estate Planning
Raising a child with special needs means extra health, safety and planning challenges that can be more stressful and expensive.
How Bad Will Your Estate’s Taxes Be? – Annapolis and Towson Estate Planning
There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.
Estate Planning Is For Everyone – Annapolis and Towson Estate Planning
The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
How Can I Fund A Special Needs Trust? – Annapolis and Towson Estate Planning
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your disabled child, in case you're no longer able to care for them.
What Is So Important About Powers Of Attorney? – Annapolis and Towson Estate Planning
A power of attorney names a person who can act on your behalf. This person is called your “agent” or “attorney-in-fact.” Before you create a power of attorney, you should know your options and which ones your home state allows.
Should You Move Your 401(k) to A Roth? – Annapolis and Towson Estate Planning
Research shows that moving 401(k)s to after-tax contributions would boost tax returns in the short term, but leave retirees worse off.
Your Estate Plan is a “Dynamic Document” – Annapolis and Towson Estate Planning
Failing to ensure that your asset titling and beneficiary designations are coordinated with your estate plan, can lead to unintended costs, taxes and outcomes.
Do You Need a Revocable Trust? – Annapolis and Towson Estate Planning
Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.
How Bad Can a Do-It-Yourself Estate Plan Be? Very! – Annapolis and Towson Estate Planning
One Justice from the Florida Supreme Court commented that the expensive litigation far outweighed any savings resulting from the pre-printed form.
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