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.
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.
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.
How Can I Minimize My Probate Estate? – Annapolis and Towson Estate Planning
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
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.
How Does a Business Owner Create an Exit Strategy? – Annapolis and Towson Estate Planning
You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.
Does the Way I Title My Assets Have an Impact on My Estate? – Annapolis and Towson Estate Planning
The way in which assets are titled can be vital.
How Do I Contest a Will? – Annapolis and Towson Estate Planning
Wills often go through probate, which is the legal process for settling an estate. The rules are different for every state, so check with an attorney or your local county office to learn more.
When Should I Hire an Estate Planning Attorney? – Annapolis and Towson Estate Planning
Here are four types of estate situations that could call for professional legal help.
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