Your Estate Planning Checklist for 2021 – Annapolis and Towson Estate Planning
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
How Can Blended Families Use Estate Planning to Protect All of the Siblings? – Annapolis and Towson Estate Planning
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
What Kind of Estate Planning Mistakes Do People Make? – Annapolis and Towson Estate Planning
Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.
Do You Know Your Job as Executor, Agent or Trustee? – Annapolis and Towson Estate Planning
Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.
Should a Husband and Wife have Separate Trusts? – Annapolis and Towson Estate Planning
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
Reviewing Your Estate Plan Protects Goals, Family – Annapolis and Towson Estate Planning
Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
What Is a Fiduciary and a Fiduciary Duty? – Annapolis and Towson Estate Planning
A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.
Trusts: The Swiss Army Knife of Estate Planning – Annapolis and Towson Estate Planning
We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.
Estate Planning Basics You Need to Know – Annapolis and Towson Estate Planning
Estate planning can come in a variety of forms, from basic beneficiary designations when you open a bank or brokerage account to more complex and comprehensive plans.
How Do I Incorporate Cryptocurrency into My Estate Planning? – Annapolis and Towson Estate Planning
Bitcoin has gone in value from less than one cent in 2010 to a high of $20,000 in 2017, to a value at the end of July 2020 of nearly $11,000. Now the U.S. Congress is holding hearings on the digitization of the dollar, so cryptocurrency has become an increasingly important financial tool for individuals and businesses.
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