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What Should Not Be Kept in a Safe Deposit Box? – Annapolis and Towson Estate Planning

  • Post category:Estate Planning/Estate Planning Attorney/Health Care Power of Attorney/Power of Attorney/Safe Deposit Box/Trusts/Wills

A safe deposit box is the perfect place to store certain valuables.

Read more about the article What Do You Need to Do When a Spouse Dies? – Annapolis and Towson Estate Planning

What Do You Need to Do When a Spouse Dies? – Annapolis and Towson Estate Planning

  • Post category:Assets/Beneficiaries/Descendants/Estate Planning/Estate Planning Attorney/Joint Ownership/Last Will and Testament/Surviving Spouse/Trusts

Death, while inevitable, is not often predictable. This can leave many people financially unprepared if their spouse suddenly dies–especially if the deceased was the one that took care of the household balance sheet.

Actress Helen McCrory Leaves Money in Trust – Annapolis and Towson Estate Planning

  • Post category:Asset Protection/Charitable Donation/Estate Planning/Estate Planning Attorney/Executor/Inheritance/Trusts/Wills

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

  • Post category:Estate Planning/Estate Planning Attorney/Executor/Personal Representative/Trustee/Trusts/Wills

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 are Alternatives to Guardianship? – Annapolis and Towson Estate Planning

  • Post category:Beneficiaries/Dementia/Estate Planning/Estate Planning Attorney/Fiduciary/Fraud/Health Care Power of Attorney/Incapacity Planning/Power of Attorney/Trusts

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.

What’s Involved with Being a Trustee? – Annapolis and Towson Estate Planning

  • Post category:Asset Protection/Estate Planning/Estate Planning Attorney/Estate Tax/Gift Tax Planning/GST/Inheritance/Trustee/Trusts

Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

What Is the Best Asset Protection? – Annapolis and Towson Estate Planning

  • Post category:Asset Protection/Business Succession Planning/Estate Planning/Estate Planning Attorney/GST/Guardian/Legacy/LLC/Trusts

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.

What Is Better, a Trust or a Will? – Annapolis and Towson Estate Planning

  • Post category:Assets/Beneficiaries/Estate Planning/Estate Planning Attorney/Executor/Fiduciary/Grantor/Incapacity Planning/Inheritance/Irrevocable Trust/Special Needs Planning/Special Needs Trust/spendthrift/Trusts/Wills

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.

What Happens Financially when a Spouse Dies? – Annapolis and Towson Estate Planning

  • Post category:401(k)/Beneficiary Designations/Estate Planning/Estate Planning Attorney/Roth IRAs/Social Security/Surviving Spouse/Trusts/Wills

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.

Should You have a GRAT? – Annapolis and Towson Estate Planning

  • Post category:Assets/Beneficiaries/Estate Planning/Estate Planning Attorney/Grantor Retained Annuity Trust/Trusts

It took a lot of hard work and dedication to acquire your wealth. You want to transfer as much of it as you can to your beneficiaries. As a result, having a large estate means you’ll have to pay quite a bit in gift and estate taxes.

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500 York Road
Towson, MD 21204

  • (410) 828-7775
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181 Harry S. Truman Parkway, Suite 150
Annapolis, MD 21401

  • (410) 263-1667
  • Annapolis Office

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