Steps to Take When a Loved One Dies – Annapolis and Towson Estate Planning
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
Am I Making One of the Five Common Estate Planning Mistakes? – Annapolis and Towson Estate Planning
When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
Distributing Inherited Assets in Many Accounts – Annapolis and Towson Estate Planning
I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
Do You Think Everything Is All Set with Your Estate Plan? – Annapolis and Towson Estate Planning
You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
What are the Main Estate Planning Blunders to Avoid? – Annapolis and Towson Estate Planning
Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient and orderly dispersion of assets after a person dies. However, even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.
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.
An Estate Plan Is Necessary for the Unthinkable – Annapolis and Towson Estate Planning
Have you resolved to get your estate planning done at last or perhaps updated? Good for you. Here’s what you’ll need to do, and, just as importantly, what you don’t need to do.
Be Aware of Probate – Annapolis and Towson Estate Planning
Whether you recently experienced the loss of a loved one or are learning how to best prepare and plan your own estate, you've likely come across the term and may be wondering, "What is probate?" It's important to understand what probate is and how the process works.
Do You Want to Decide or Do You Want the State to Decide? – Annapolis and Towson Estate Planning
Estate planning attorneys will agree, it’s better to die with a properly drafted will than to die without one. If you don’t have one, consider getting one.
Why a Will Is the Foundation of an Estate Plan – Annapolis and Towson Estate Planning
If you care about what happens to your money, home and other property after you die, you need to do some estate planning.