What Factors Impact Social Security Check? – Annapolis and Towson Estate Planning
How much money will be in your Social Security retirement check and how much can you keep? For retirees, these are burning questions.
Can a Trust Be Created to Protect a Pet? – Annapolis and Towson Estate Planning
With the largest spike in mortality in the United States in a century, following the onset of the pandemic, providing for one’s pets after death has become a growing topic of conversation for many animal lovers across the country.
Ask Mom if She has a Will – Annapolis and Towson Estate Planning
My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
What Should I Know About Long-Term Care? – Annapolis and Towson Estate Planning
The most significant threat to your financial nest egg is long-term care.
How to Manage Aging Parent’s Finances – Annapolis and Towson Estate Planning
Here are five ways to get started on this important issue of an aging parent’s finances.
The Difference between Revocable and Irrevocable Trust – Annapolis and Towson Estate Planning
A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
What Penalties Hurt Retirement Accounts? – Annapolis and Towson Estate Planning
The following are penalties to avoid at all costs when contributing to or withdrawing from retirement accounts.
Problems Created When No Will Is Available – Annapolis and Towson Estate Planning
People who have had a serious case of COVID-19 are 66% more likely to engage in estate planning, and 32% of adults under 35 said they wrote a will because of the pandemic.
There are Less Restrictive Alternatives than Guardianship – Annapolis and Towson Estate Planning
Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.
What’s a ‘Pot Trust’? – Annapolis and Towson Estate Planning
A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.
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