Who Needs a SLAT Trust? – Annapolis and Towson Estate Planning
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.
Don’t Miss Out on Estate Planning Opportunities – Annapolis and Towson Estate Planning
People often overlook critical steps when they are doing their estate planning.
Are You Ready for 2026? – Annapolis and Towson Estate Planning
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
How to Plan in a Time of Uncertainty – Annapolis and Towson Estate Planning
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.