What’s the Difference Between Capital Gains and a Dividend? – Annapolis and Towson Estate Planning
Both capital gains and other investment income, such as dividend income, are a source of profit and have potential tax consequences.
What Should I Look for in a Trustee? – Annapolis and Towson Estate Planning
Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.
What’s the Latest on “Blue Water” Navy Veterans’ Benefits? – Annapolis and Towson Estate Planning
The decision by U.S. Solicitor General Noel Francisco ends months of uncertainty over whether the Trump administration would appeal the case to the U.S. Supreme Court.
Thinking about Aging? Will You Need Long Term Care? – Annapolis and Towson Estate Planning
On average, men need help for 2.2 years, while women need help for 3.7 years.
Protecting Kids from Too Much, Too Fast, Too Soon – Annapolis and Towson Estate Planning
Should inheritance be spent on sports cars and jewelry?
Here’s Why a Basic Form Doesn’t Work for Estate Planning – Annapolis and Towson Estate Planning
However, some want you to believe that you need only purchase a form to have an effective estate plan. Using this form, you are told, can save money and — best of all — the form is valid in all 50 states.
What Does ‘Getting Your Affairs in Order’ Really Mean? – Annapolis and Towson Estate Planning
We talked about the various things you should think about and get in order, so that if ‘something happens’ your loved ones don’t have to do a frantic search for your important information.
Inheritance, Meet Technology: Estate Claims May Be Challenged – Annapolis and Towson Estate Planning
Move over, dreams of a letter arriving from a lawyer informing the recipient a long-lost relative has died and bequeathed a tidy sum.
Are Inheritances Taxable? – Annapolis and Towson Estate Planning
There is nothing wrong with letting your inheritance sit, until you have explored all of your options and have a full understanding of how a windfall can affect your personal taxes.
‘Someday’ Is Sooner than You Think – Annapolis and Towson Estate Planning
Almost every day I hear someone mention the topic of caring for aging parents. It seems only yesterday that my friends and I were swapping colic-coping methods, survival techniques for the terrible twos and picky eater solutions.