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.
The Downside of an Inheritance – Annapolis and Towson Estate Planning
While receiving a bequest from a friend or relative should represent a financial blessing, an inheritance can come with strings attached.
Sharing Legal Documents and Passwords – Annapolis and Towson Estate Planning
Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.
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.
Why Should I Pair my Business Succession and Estate Planning? – Annapolis and Towson Estate Planning
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
What Do I Need to Know About an Irrevocable Life Insurance Trust? – Annapolis and Towson Estate Planning
An irrevocable life insurance trust (ILIT) is a structure that cannot in any way be rescinded, amended, or modified, after its initial creation.
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.
How Can I Make Amendments to an Estate Plan? – Annapolis and Towson Estate Planning
Updating one’s estate planning documents involves changes to one’s trust, will and/or designation of death beneficiaries, as relevant. To be effective, such updates must be done correctly.
How to Keep Giving After We Are Gone – Annapolis and Towson Estate Planning
Chances are you have one or more charitable causes that you support on an annual basis. It is also likely that you have failed to make any provision for charity whatsoever on your death.
How to Prevent The Top Six Retirement Planning Mistakes – Annapolis and Towson Estate Planning
Unfortunately, retirement is complicated, and your decisions can have irreversible consequences.
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