What Estate Planning Can a Nursing Home Resident Do? – Annapolis and Towson Estate Planning
Research shows that most of these executors aren’t experts and struggle with the estate settlement process.
Factors to Consider when Picking Executor, Trustees and POAs – Annapolis and Towson Estate Planning
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
Does My College Kid Need an Estate Plan? – Annapolis and Towson Estate Planning
As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
Top 10 Success Tips for Estate Planning – Annapolis and Towson Estate Planning
Estate planning is one of the most important steps you can take for yourself and your loved ones.
The Most Important Part of Estate Plan Is Planning for Living – Annapolis and Towson Estate Planning
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
Can I Get My Co-Executor Sister to Abide by Father’s Will? – Annapolis and Towson Estate Planning
My father left his house to me and my sister. However, 75% is supposed to be for me and 25% for her. Because she feels that was unfair, she’s fighting with me about selling the house.
IRS Extends Portability Election Option Deadline from Two to Five Years – Annapolis and Towson Estate Planning
Portability allows spouses to combine their exemption from estate and gift tax. This allows a surviving spouse to use the unused estate tax emption of the deceased spouse.
Actress Helen McCrory Leaves Money in Trust – Annapolis and Towson Estate Planning
Helen McCrory had a huge net worth at the time of her death.
Who Is the Best Person for Executor? – Annapolis and Towson Estate Planning
What do these appointments mean to the person(s) named to act? What happens if they fail or decline to act? Can the planning appoint alternative representatives?
What Happens to Digital Assets After Death? – Annapolis and Towson Estate Planning
Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.