What Is a Bypass Trust? – Annapolis and Towson Estate Planning
A bypass trust could help your estate planning, depending on your financial goals.
Can You Protect Your Home If You Need Medicaid? – Annapolis and Towson Estate Planning
If you are single or are a widow or widower and will likely never return home after moving into a Medicaid certified nursing home, the house can be sold, and planning might be done with the proceeds of the sale.
What Happens when Both Spouses Die at the Same Time? – Annapolis and Towson Estate Planning
Sometimes the persons involved either die simultaneously, i.e., too close in time to determine clearly who survived the other or die very close in time to each other.
Can a Trust Be Amended? – Annapolis and Towson Estate Planning
In their trust they leave each other their share upon death and then I would be trustee when my last parent dies. I’m really concerned about this whole deal.
What Should I Know About a Special Needs Trust? – Annapolis and Towson Estate Planning
A special needs trust allows the beneficiary–your family member–to receive government benefits, while still receiving funds from the trust.
What are Some Lifetime Gift Strategies that I Can Consider? – Annapolis and Towson Estate Planning
When planning for the transfer of your wealth, the options available to you and your family can at times feel overwhelming. How do you choose the solution that best fits your circumstances and your family’s needs?
Why Should I Think About a Dynasty Trust? – Annapolis and Towson Estate Planning
When transferring wealth to the next generation, many families prefer to make gifts to younger family members in trust, rather than gifting the assets outright. Gifting assets to a trust has many advantages, including asset protection, tax planning and maintaining family control until the beneficiary reaches adulthood.
Planning for the Unexpected – Annapolis and Towson Estate Planning
She had just learned from her older brother that her widowed, elderly mother, who lives in Rhode Island, had fallen a couple of days before and had been admitted to the hospital with broken ribs and several fractures.
What are the Details of the New SECURE Act? – Annapolis and Towson Estate Planning
The SECURE Act (Setting Every Community Up for Retirement Enhancement, H.R. 1994) is still working through the Senate, after passing the House in May.
Should You Contest a Will? – Annapolis and Towson Estate Planning
In recent years, there has been a surge in inheritance disputes reaching court and attracting media attention, with dramatic headlines and human drama stories.
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